+790.0%
NOW vs HRB
+213.0%
+577.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -6.5% | +1.5% | -3.4% |
| 7D | -6.1% | -9.1% | +3.0% | -3.8% |
| 30D | +7.5% | +0.3% | +7.2% | +7.0% |
| 3M | +17.5% | +23.4% | -5.9% | +11.4% |
| 6M | +7.9% | +45.1% | -37.2% | -1.7% |
| YTD | -12.4% | +8.9% | -21.3% | -15.3% |
| 1Y | -28.6% | -7.9% | -20.6% | -28.6% |
| 3Y | +11.8% | +27.9% | -16.1% | +2.2% |
| 5Y | +2.6% | +108.3% | -105.7% | -16.0% |
| 10Y | +790.0% | +208.4% | +581.5% | +519.1% |
| All | +790.0% | +213.0% | +577.0% | +519.1% |
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