+38.1%
PFG vs HRB
+15.2%
+22.9%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.5% |
| 7D | +0.1% | -7.8% | +7.9% | +0.8% |
| 30D | +5.0% | +15.7% | -10.8% | +3.8% |
| 3M | +0.1% | -5.5% | +5.6% | +0.2% |
| 6M | +13.8% | +41.1% | -27.4% | +11.3% |
| YTD | +31.2% | +20.4% | +10.9% | +34.9% |
| All | +38.1% | +15.2% | +22.9% | +42.6% |
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