+37.9%
NTR vs HRB
+25.9%
+12.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.4% |
| 7D | -1.3% | -8.0% | +6.7% | -1.0% |
| 30D | +16.8% | -16.0% | +32.7% | +17.4% |
| 3M | +20.7% | +26.9% | -6.1% | +19.7% |
| 6M | +0.5% | +51.1% | -50.6% | -0.8% |
| YTD | +29.2% | +7.1% | +22.1% | +33.1% |
| 1Y | +39.6% | -9.6% | +49.2% | +47.6% |
| 3Y | +37.9% | +25.4% | +12.5% | +19.4% |
| All | +37.9% | +25.9% | +12.0% | +19.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling