-42.5%
NOW vs HRB
+8.1%
-50.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -8.7% | -4.0% | -4.7% | -7.3% |
| 30D | -29.3% | +15.8% | -45.0% | -34.5% |
| 3M | -21.8% | +12.0% | -33.9% | -27.1% |
| 6M | +9.2% | +40.7% | -31.5% | -8.6% |
| YTD | -35.0% | +21.0% | -56.0% | -46.3% |
| 1Y | -42.5% | +11.7% | -54.2% | -51.9% |
| All | -42.5% | +8.1% | -50.6% | -51.9% |
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 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