+10.8%
O vs HRB
+1.1%
+9.8%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.0% | +3.2% | -0.8% |
| 7D | -0.7% | -5.7% | +4.9% | -0.8% |
| 30D | -1.9% | +7.9% | -9.8% | -1.7% |
| 3M | +3.8% | +32.1% | -28.3% | +4.9% |
| 6M | -4.7% | +62.2% | -67.0% | -1.5% |
| YTD | +12.5% | +16.4% | -3.9% | +17.2% |
| 1Y | +10.8% | -0.3% | +11.1% | +16.4% |
| All | +10.8% | +1.1% | +9.8% | +16.4% |
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 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