+239.7%
PAAS vs HRB
+205.6%
+34.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.6% | +5.4% | +3.8% |
| 7D | +2.6% | -10.6% | +13.3% | +3.5% |
| 30D | +2.5% | -0.8% | +3.3% | +2.5% |
| 3M | +15.1% | +19.1% | -4.0% | +13.4% |
| 6M | -12.1% | +48.7% | -60.8% | -15.3% |
| YTD | +3.1% | +7.1% | -4.0% | +2.0% |
| 1Y | +50.8% | -8.3% | +59.2% | +51.2% |
| 3Y | +259.5% | +25.8% | +233.7% | +245.7% |
| 5Y | +126.3% | +111.1% | +15.2% | +105.4% |
| 10Y | +239.7% | +206.6% | +33.2% | +192.7% |
| All | +239.7% | +205.6% | +34.1% | +192.7% |
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