+97.9%
MMM vs HRB
+25.9%
+72.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.2% | -1.8% |
| 7D | -2.6% | -10.6% | +8.0% | -2.0% |
| 30D | -9.3% | -0.8% | -8.5% | -9.3% |
| 3M | +5.6% | +19.1% | -13.5% | +4.6% |
| 6M | +9.5% | +48.7% | -39.2% | +6.8% |
| YTD | +4.1% | +7.1% | -3.0% | +6.8% |
| 1Y | +9.4% | -8.3% | +17.7% | +14.9% |
| All | +97.9% | +25.9% | +72.0% | +90.8% |
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