+70.8%
PAAS vs HRB
+145.8%
-75.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.2% | +5.7% | +1.6% |
| 7D | +8.4% | +2.7% | +5.7% | +8.3% |
| 30D | -7.2% | +22.1% | -29.3% | -7.7% |
| 3M | -14.0% | +15.7% | -29.7% | -14.3% |
| 6M | -26.8% | +83.3% | -110.1% | -28.8% |
| YTD | -19.8% | +25.0% | -44.8% | -20.2% |
| 1Y | +22.8% | +6.9% | +15.9% | +23.9% |
| 3Y | +183.6% | +39.0% | +144.6% | +173.1% |
| All | +70.8% | +145.8% | -75.0% | +59.9% |
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