+6.8%
NOW vs HRB
+126.2%
-119.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.0% | +1.0% | -1.7% |
| 7D | -2.4% | -5.7% | +3.3% | -0.6% |
| 30D | +20.5% | +7.9% | +12.6% | +17.1% |
| 3M | +18.3% | +32.1% | -13.8% | +8.1% |
| 6M | +24.1% | +62.2% | -38.2% | +6.9% |
| YTD | -7.8% | +16.4% | -24.2% | -14.2% |
| 1Y | -21.4% | -0.3% | -21.1% | -24.3% |
| 3Y | +19.5% | +36.0% | -16.5% | +2.1% |
| All | +6.8% | +126.2% | -119.4% | -20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling