+92.6%
NDAQ vs HRB
+28.7%
+63.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.5% | +4.6% | -0.8% |
| 7D | -2.6% | -9.1% | +6.5% | -1.0% |
| 30D | +0.5% | +0.3% | +0.2% | +0.1% |
| 3M | +9.9% | +23.4% | -13.5% | +5.3% |
| 6M | +8.2% | +45.1% | -36.9% | +0.5% |
| YTD | -1.5% | +8.9% | -10.4% | -3.9% |
| 1Y | +1.3% | -7.9% | +9.2% | +1.7% |
| 3Y | +92.6% | +27.9% | +64.7% | +75.3% |
| All | +92.6% | +28.7% | +63.9% | +75.3% |
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