+46.5%
NTR vs HRB
+114.1%
-67.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.4% |
| 7D | -1.3% | -8.0% | +6.7% | -0.3% |
| 30D | +16.8% | -16.0% | +32.7% | +19.2% |
| 3M | +20.7% | +26.9% | -6.1% | +16.5% |
| 6M | +0.5% | +51.1% | -50.6% | -6.0% |
| YTD | +29.2% | +7.1% | +22.1% | +29.0% |
| 1Y | +39.6% | -9.6% | +49.2% | +44.5% |
| 3Y | +37.9% | +25.4% | +12.5% | +27.7% |
| All | +46.5% | +114.1% | -67.6% | +19.8% |
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