+61.7%
MAS vs HRB
+42.2%
+19.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -3.4% |
| 7D | +4.6% | +10.7% | -6.2% | +3.8% |
| 30D | +19.9% | +29.0% | -9.2% | +17.9% |
| 3M | +8.9% | +21.0% | -12.1% | +7.4% |
| 6M | +20.2% | +86.9% | -66.8% | +14.5% |
| YTD | +33.9% | +30.5% | +3.4% | +34.7% |
| 1Y | +34.7% | +13.6% | +21.1% | +38.7% |
| All | +61.7% | +42.2% | +19.5% | +59.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling