-38.7%
NOW vs HRB
+16.9%
-55.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.7% | -2.1% |
| 7D | -27.5% | +16.0% | -43.6% | -32.3% |
| 30D | -20.0% | +32.1% | -52.1% | -29.8% |
| 3M | -7.9% | +21.5% | -29.4% | -16.6% |
| 6M | +18.3% | +82.1% | -63.8% | -10.0% |
| YTD | -29.0% | +31.6% | -60.6% | -44.2% |
| 1Y | -38.7% | +15.9% | -54.6% | -52.0% |
| All | -38.7% | +16.9% | -55.6% | -52.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling