+707.9%
P vs HRB
+246.2%
+461.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.2% | +9.5% | +6.9% |
| 7D | -9.6% | -2.4% | -7.2% | -9.3% |
| 30D | -33.4% | +15.7% | -49.2% | -35.9% |
| 3M | +14.2% | +11.4% | +2.8% | +10.1% |
| 6M | +31.6% | +40.7% | -9.1% | +18.8% |
| YTD | +53.5% | +21.0% | +32.5% | +42.3% |
| 1Y | +14.2% | +7.2% | +6.9% | +9.0% |
| 3Y | +190.5% | +29.2% | +161.4% | +154.9% |
| 5Y | +256.3% | +142.3% | +114.0% | +150.5% |
| 10Y | +707.9% | +253.1% | +454.8% | +368.7% |
| All | +707.9% | +246.2% | +461.6% | +368.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling