+696.9%
P vs HRB
+205.6%
+491.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -3.7% |
| 7D | +5.0% | -10.6% | +15.6% | +7.5% |
| 30D | -0.9% | -0.8% | -0.1% | -1.3% |
| 3M | +38.7% | +19.1% | +19.6% | +31.3% |
| 6M | +54.4% | +48.7% | +5.7% | +36.8% |
| YTD | +44.8% | +7.1% | +37.7% | +39.0% |
| 1Y | +22.5% | -8.3% | +30.9% | +21.9% |
| 3Y | +148.2% | +25.8% | +122.4% | +118.6% |
| 5Y | +268.9% | +111.1% | +157.8% | +169.8% |
| 10Y | +696.9% | +206.6% | +490.3% | +379.1% |
| All | +696.9% | +205.6% | +491.3% | +379.1% |
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