+197.9%
PAAS vs HRB
+226.2%
-28.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -4.1% |
| 7D | -7.0% | -7.8% | +0.7% | -6.5% |
| 30D | -15.3% | +15.7% | -31.0% | -16.3% |
| 3M | -27.7% | -5.5% | -22.2% | -27.5% |
| 6M | -40.5% | +41.1% | -81.6% | -42.2% |
| YTD | -26.5% | +20.4% | -46.9% | -28.0% |
| 1Y | -0.8% | +15.2% | -16.0% | -2.4% |
| 3Y | +196.9% | +24.3% | +172.6% | +186.7% |
| 5Y | +49.2% | +144.7% | -95.5% | +33.2% |
| All | +197.9% | +226.2% | -28.3% | +160.5% |
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