+17.5%
P vs HRB
+16.9%
+0.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +4.4% | -9.4% | -4.3% |
| 7D | -19.4% | +16.0% | -35.4% | -17.4% |
| 30D | -22.3% | +32.1% | -54.4% | -19.2% |
| 3M | +33.2% | +21.5% | +11.7% | +37.7% |
| 6M | +53.6% | +82.1% | -28.4% | +60.8% |
| YTD | +66.8% | +31.6% | +35.2% | +49.4% |
| 1Y | +17.5% | +15.9% | +1.6% | -6.3% |
| All | +17.5% | +16.9% | +0.6% | -6.3% |
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 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