-83.2%
IRE vs HRB
-7.7%
-75.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -1.6% | -5.2% | -7.9% |
| 7D | +29.0% | -10.6% | +39.7% | +20.1% |
| 30D | +24.2% | -0.8% | +25.1% | +23.3% |
| 3M | -53.2% | +19.1% | -72.2% | -43.9% |
| 6M | -36.0% | +48.7% | -84.7% | -14.1% |
| YTD | -51.0% | +7.1% | -58.1% | -42.8% |
| All | -83.2% | -7.7% | -75.5% | -70.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling