-6.7%
HRB vs RVTY
+43.1%
-49.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.8% | -0.4% |
| 7D | -12.2% | -7.4% | -4.8% | -11.5% |
| 30D | -3.0% | +4.5% | -7.5% | -3.2% |
| 3M | +21.7% | +19.5% | +2.2% | +20.4% |
| 6M | +52.3% | +34.1% | +18.2% | +49.0% |
| YTD | +6.5% | +25.3% | -18.8% | +6.7% |
| 1Y | -6.7% | +47.0% | -53.7% | -9.7% |
| All | -6.7% | +43.1% | -49.8% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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