+605.0%
EAT vs HRB
+25.9%
+579.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.6% | -3.0% |
| 7D | -6.8% | -10.6% | +3.8% | -5.6% |
| 30D | -5.4% | -0.8% | -4.6% | -5.3% |
| 3M | +42.8% | +19.1% | +23.7% | +41.1% |
| 6M | +56.5% | +48.7% | +7.8% | +51.2% |
| YTD | +50.0% | +7.1% | +42.9% | +52.6% |
| 1Y | +38.3% | -8.3% | +46.6% | +45.2% |
| All | +605.0% | +25.9% | +579.1% | +514.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HRB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling