+1,972.6%
NOW vs HRB
+448.5%
+1,524.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.8% | +0.8% |
| 7D | -3.0% | +2.7% | -5.7% | -3.7% |
| 30D | -26.0% | +22.1% | -48.1% | -30.4% |
| 3M | -13.1% | +15.7% | -28.8% | -17.3% |
| 6M | +14.5% | +83.3% | -68.8% | -3.8% |
| YTD | -33.4% | +25.0% | -58.5% | -38.4% |
| 1Y | -40.6% | +6.9% | -47.6% | -43.0% |
| 3Y | -16.3% | +39.0% | -55.4% | -26.5% |
| 5Y | -26.3% | +146.4% | -172.7% | -44.8% |
| 10Y | +512.7% | +254.4% | +258.3% | +268.7% |
| All | +1,972.6% | +448.5% | +1,524.1% | +1,027.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling