+216.6%
MAS vs HRB
+243.2%
-26.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +3.6% | -4.0% | +7.6% | +4.5% |
| 30D | +23.8% | +15.8% | +8.1% | +19.8% |
| 3M | +14.4% | +12.0% | +2.4% | +10.8% |
| 6M | +19.7% | +40.7% | -21.0% | +9.4% |
| YTD | +36.0% | +21.0% | +15.0% | +27.6% |
| 1Y | +40.4% | +11.7% | +28.7% | +34.4% |
| 3Y | +58.9% | +25.0% | +34.0% | +44.5% |
| 5Y | +44.5% | +141.0% | -96.5% | +8.3% |
| All | +216.6% | +243.2% | -26.6% | +100.2% |
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