+455.3%
PL vs HRB
+36.2%
+419.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -4.2% | +14.6% | +10.7% |
| 7D | -6.8% | +2.7% | -9.5% | -7.1% |
| 30D | -29.3% | +22.1% | -51.4% | -30.9% |
| 3M | -44.8% | +15.7% | -60.5% | -45.8% |
| 6M | -68.4% | +83.3% | -151.7% | -71.9% |
| YTD | -36.4% | +25.0% | -61.4% | -36.8% |
| 1Y | +0.7% | +6.9% | -6.2% | +4.3% |
| 3Y | +455.3% | +39.0% | +416.3% | +413.1% |
| All | +455.3% | +36.2% | +419.1% | +413.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling