+453.7%
MP vs HRB
+279.7%
+174.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.5% | +8.0% | +2.2% |
| 7D | +3.0% | -9.1% | +12.1% | +3.9% |
| 30D | +8.3% | +0.3% | +8.1% | +8.0% |
| 3M | -3.8% | +23.4% | -27.2% | -7.0% |
| 6M | -4.9% | +45.1% | -50.0% | -11.1% |
| YTD | +9.6% | +8.9% | +0.7% | +8.1% |
| 1Y | -11.7% | -7.9% | -3.8% | -10.0% |
| 3Y | +158.5% | +27.9% | +130.6% | +139.3% |
| 5Y | +68.9% | +108.3% | -39.4% | +43.9% |
| All | +453.7% | +279.7% | +174.0% | +317.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling