+39.5%
MAS vs HRB
+11.2%
+28.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -1.8% | -8.1% | +6.3% | -1.7% |
| 30D | +23.6% | +15.0% | +8.5% | +23.9% |
| 3M | +12.4% | +10.2% | +2.2% | +12.8% |
| 6M | +21.9% | +44.2% | -22.4% | +23.7% |
| YTD | +36.1% | +21.0% | +15.2% | +47.7% |
| 1Y | +39.5% | +12.0% | +27.5% | +53.4% |
| All | +39.5% | +11.2% | +28.3% | +53.4% |
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 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