+11.2%
P vs HRB
+8.1%
+3.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.2% | +9.5% | +5.7% |
| 7D | -9.6% | -2.4% | -7.2% | -9.9% |
| 30D | -33.4% | +15.7% | -49.2% | -32.0% |
| 3M | +14.2% | +11.4% | +2.8% | +16.5% |
| 6M | +31.6% | +40.7% | -9.1% | +36.7% |
| YTD | +53.5% | +21.0% | +32.5% | +33.6% |
| All | +11.2% | +8.1% | +3.1% | -11.7% |
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 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