+64.8%
PR vs HRB
+246.2%
-181.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.2% | -0.3% |
| 7D | -12.4% | -2.4% | -9.9% | -12.0% |
| 30D | -6.6% | +15.7% | -22.3% | -10.3% |
| 3M | +7.5% | +11.4% | -3.9% | +3.5% |
| 6M | +10.8% | +40.7% | -29.9% | -0.4% |
| YTD | +57.0% | +21.0% | +36.1% | +45.2% |
| 1Y | +67.9% | +7.2% | +60.7% | +60.9% |
| 3Y | +87.6% | +29.2% | +58.4% | +63.5% |
| 5Y | +220.4% | +142.3% | +78.0% | +120.4% |
| 10Y | +64.8% | +253.1% | -188.2% | +11.8% |
| All | +64.8% | +246.2% | -181.4% | +11.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling