+312.6%
EAT vs HRB
+104.8%
+207.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.6% | -2.8% |
| 7D | -6.8% | -10.6% | +3.8% | -4.2% |
| 30D | -5.4% | -0.8% | -4.6% | -5.3% |
| 3M | +42.8% | +19.1% | +23.7% | +36.5% |
| 6M | +56.5% | +48.7% | +7.8% | +39.9% |
| YTD | +50.0% | +7.1% | +42.9% | +47.7% |
| 1Y | +38.3% | -8.3% | +46.6% | +43.2% |
| 3Y | +591.6% | +25.8% | +565.8% | +499.5% |
| 5Y | +312.6% | +111.1% | +201.5% | +198.3% |
| All | +312.6% | +104.8% | +207.8% | +198.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling