+506.3%
NOW vs HRB
+252.0%
+254.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -8.7% | -4.0% | -4.7% | -7.9% |
| 30D | -29.3% | +15.8% | -45.0% | -32.2% |
| 3M | -21.8% | +12.0% | -33.9% | -24.7% |
| 6M | +9.2% | +40.7% | -31.5% | -0.1% |
| YTD | -35.0% | +21.0% | -56.0% | -39.1% |
| 1Y | -42.5% | +11.7% | -54.2% | -45.3% |
| 3Y | -21.5% | +25.0% | -46.5% | -28.5% |
| 5Y | -25.8% | +141.0% | -166.8% | -41.5% |
| 10Y | +506.3% | +241.3% | +265.1% | +313.9% |
| All | +506.3% | +252.0% | +254.4% | +313.9% |
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