+11,556.1%
EAT vs HRB
+3,357.9%
+8,198.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.6% | +1.9% |
| 7D | 0.0% | -5.7% | +5.7% | +1.9% |
| 30D | +1.9% | +7.9% | -6.0% | -0.9% |
| 3M | +68.7% | +32.1% | +36.5% | +52.7% |
| 6M | +66.9% | +62.2% | +4.7% | +38.2% |
| YTD | +60.4% | +16.4% | +44.0% | +47.3% |
| 1Y | +44.0% | -0.3% | +44.3% | +38.7% |
| 3Y | +604.7% | +36.0% | +568.7% | +495.2% |
| 5Y | +347.0% | +125.2% | +221.8% | +211.9% |
| 10Y | +390.8% | +237.7% | +153.1% | +190.8% |
| All | +11,556.1% | +3,357.9% | +8,198.3% | +3,312.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling