+14.3%
PAAS vs HRB
+8.1%
+6.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.2% | +6.1% | +2.6% |
| 7D | +8.8% | -2.4% | +11.3% | +8.7% |
| 30D | -8.5% | +15.7% | -24.2% | -7.3% |
| 3M | -17.0% | +11.4% | -28.4% | -15.8% |
| 6M | -27.9% | +40.7% | -68.6% | -24.8% |
| YTD | -17.5% | +21.0% | -38.4% | -16.9% |
| All | +14.3% | +8.1% | +6.2% | +17.8% |
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