+25.5%
HRB vs SPY
+76.5%
-51.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.5% |
| 7D | -10.6% | -0.4% | -10.3% | -10.5% |
| 30D | -0.8% | -1.4% | +0.6% | -0.5% |
| 3M | +19.1% | +3.7% | +15.4% | +18.0% |
| 6M | +48.7% | +13.0% | +35.7% | +43.0% |
| YTD | +7.1% | +12.4% | -5.3% | +3.3% |
| 1Y | -8.3% | +18.5% | -26.9% | -13.4% |
| All | +25.5% | +76.5% | -51.1% | -7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling