+4,285.9%
EMR vs HRB
+3,493.2%
+792.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.0% | -8.1% | +6.1% | +0.1% |
| 30D | +2.8% | +15.0% | -12.2% | -1.3% |
| 3M | +2.0% | +10.2% | -8.3% | -1.8% |
| 6M | +20.7% | +44.2% | -23.5% | +7.2% |
| YTD | +27.3% | +21.0% | +6.3% | +16.4% |
| 1Y | +31.0% | +12.0% | +19.0% | +22.3% |
| 3Y | +103.6% | +24.9% | +78.7% | +80.2% |
| 5Y | +88.6% | +144.6% | -56.0% | +34.4% |
| 10Y | +280.6% | +229.4% | +51.2% | +131.8% |
| All | +4,285.9% | +3,493.2% | +792.7% | +1,045.0% |
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