+1,376.5%
HRB vs SPY
+3,091.8%
-1,715.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.7% |
| 7D | -5.7% | +0.1% | -5.8% | -5.7% |
| 30D | +7.9% | +0.1% | +7.9% | +7.9% |
| 3M | +32.1% | +2.0% | +30.1% | +29.3% |
| 6M | +62.2% | +13.0% | +49.2% | +44.9% |
| YTD | +16.4% | +13.5% | +2.9% | +3.7% |
| 1Y | -0.3% | +20.0% | -20.2% | -15.6% |
| 3Y | +36.0% | +77.2% | -41.2% | -19.3% |
| 5Y | +125.2% | +81.9% | +43.3% | +28.6% |
| 10Y | +237.7% | +314.1% | -76.4% | -4.3% |
| All | +1,376.5% | +3,091.8% | -1,715.2% | -39.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling