+37.2%
M vs HRB
+16.9%
+20.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +4.4% | +3.2% | +7.7% |
| 7D | +8.3% | +16.0% | -7.8% | +8.8% |
| 30D | +14.2% | +32.1% | -17.9% | +15.7% |
| 3M | -1.1% | +21.5% | -22.6% | -0.1% |
| 6M | +36.6% | +82.1% | -45.5% | +42.5% |
| YTD | +19.8% | +31.6% | -11.8% | +42.6% |
| 1Y | +37.2% | +15.9% | +21.3% | +74.3% |
| All | +37.2% | +16.9% | +20.3% | +74.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling