-6.7%
HRB vs SPY
+17.2%
-23.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.7% |
| 7D | -12.2% | -2.0% | -10.2% | -12.6% |
| 30D | -3.0% | -1.7% | -1.3% | -3.4% |
| 3M | +21.7% | +4.7% | +17.0% | +23.5% |
| 6M | +52.3% | +12.5% | +39.8% | +54.2% |
| YTD | +6.5% | +11.7% | -5.2% | +8.9% |
| 1Y | -6.7% | +17.5% | -24.2% | -5.4% |
| All | -6.7% | +17.2% | -23.9% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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