+3.0%
EXC vs HRB
+11.2%
-8.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.1% | -4.0% | +4.1% | +0.2% |
| 30D | +9.0% | +15.8% | -6.7% | +8.8% |
| 3M | +3.3% | +12.0% | -8.7% | +3.1% |
| 6M | +5.7% | +40.7% | -35.1% | +6.0% |
| YTD | +7.3% | +21.0% | -13.6% | +8.0% |
| All | +3.0% | +11.2% | -8.2% | +2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling