+27.4%
M vs HRB
+13.5%
+13.9%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.5% |
| 7D | +7.0% | -5.1% | +12.1% | +6.9% |
| 30D | +8.9% | +8.7% | +0.2% | +9.5% |
| 3M | +4.5% | -5.4% | +9.9% | +4.0% |
| 6M | +36.2% | +41.6% | -5.4% | +40.3% |
| YTD | +15.1% | +18.7% | -3.5% | +40.0% |
| 1Y | +27.4% | +16.4% | +11.0% | +57.1% |
| All | +27.4% | +13.5% | +13.9% | +57.1% |
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