+50.8%
PAAS vs HRB
-9.2%
+60.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.6% | +5.4% | +3.6% |
| 7D | +2.6% | -10.6% | +13.3% | +1.5% |
| 30D | +2.5% | -0.8% | +3.3% | +3.0% |
| 3M | +15.1% | +19.1% | -4.0% | +19.2% |
| 6M | -12.1% | +48.7% | -60.8% | -6.8% |
| YTD | +3.1% | +7.1% | -4.0% | -3.6% |
| 1Y | +50.8% | -8.3% | +59.2% | +25.7% |
| All | +50.8% | -9.2% | +60.0% | +25.7% |
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