+281.3%
P vs HRB
+126.2%
+155.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.0% | +5.4% | +1.7% |
| 7D | +6.5% | -5.7% | +12.2% | +7.1% |
| 30D | +18.8% | +7.9% | +10.9% | +17.8% |
| 3M | +26.7% | +32.1% | -5.4% | +22.5% |
| 6M | +62.2% | +62.2% | -0.1% | +51.6% |
| YTD | +48.5% | +16.4% | +32.1% | +45.3% |
| 1Y | +26.4% | -0.3% | +26.7% | +26.6% |
| 3Y | +159.4% | +36.0% | +123.4% | +136.3% |
| All | +281.3% | +126.2% | +155.0% | +212.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling