+652.6%
P vs HRB
+252.0%
+400.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.9% | -0.8% |
| 7D | -13.3% | -4.0% | -9.3% | -12.7% |
| 30D | -34.0% | +15.8% | -49.7% | -36.5% |
| 3M | +4.1% | +12.0% | -7.9% | +0.3% |
| 6M | +30.5% | +40.7% | -10.3% | +17.8% |
| YTD | +52.2% | +21.0% | +31.2% | +41.2% |
| 1Y | +10.3% | +11.7% | -1.4% | +4.3% |
| 3Y | +180.9% | +25.0% | +155.9% | +149.2% |
| 5Y | +259.7% | +141.0% | +118.7% | +154.0% |
| 10Y | +652.6% | +241.3% | +411.3% | +348.6% |
| All | +652.6% | +252.0% | +400.6% | +348.6% |
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