+376.8%
NDAQ vs HRB
+209.3%
+167.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.8% | -0.5% |
| 7D | -1.6% | -10.6% | +9.0% | +0.8% |
| 30D | -1.5% | -0.8% | -0.6% | -1.7% |
| 3M | +8.0% | +19.1% | -11.0% | +3.4% |
| 6M | +7.7% | +48.7% | -41.0% | -2.4% |
| YTD | -2.3% | +7.1% | -9.4% | -5.2% |
| 1Y | +0.6% | -8.3% | +8.9% | +0.7% |
| 3Y | +90.9% | +25.8% | +65.1% | +75.5% |
| 5Y | +52.5% | +111.1% | -58.6% | +22.9% |
| All | +376.8% | +209.3% | +167.5% | +238.8% |
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 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