+3.0%
PCOR vs HRB
+13.5%
-10.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +1.1% |
| 7D | +3.0% | -5.1% | +8.1% | +5.3% |
| 30D | +38.7% | +8.7% | +30.0% | +34.4% |
| 3M | +24.9% | -5.4% | +30.2% | +27.5% |
| 6M | +68.8% | +41.6% | +27.2% | +42.7% |
| YTD | +6.7% | +18.7% | -11.9% | -7.0% |
| 1Y | +3.0% | +16.4% | -13.4% | -10.0% |
| All | +3.0% | +13.5% | -10.5% | -10.0% |
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