+1,381.0%
NET vs HRB
+203.0%
+1,178.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.4% | -7.0% | -3.0% |
| 7D | -16.4% | +16.0% | -32.4% | -17.6% |
| 30D | -25.8% | +32.1% | -57.9% | -28.1% |
| 3M | -11.5% | +21.5% | -33.0% | -13.7% |
| 6M | +18.9% | +82.1% | -63.2% | +10.1% |
| YTD | +35.2% | +31.6% | +3.6% | +29.1% |
| 1Y | +14.5% | +15.9% | -1.4% | +10.7% |
| 3Y | +313.8% | +43.2% | +270.6% | +286.8% |
| 5Y | +32.6% | +166.4% | -133.8% | +24.6% |
| All | +1,381.0% | +203.0% | +1,178.0% | +1,626.7% |
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 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