+82.2%
PR vs HRB
+226.2%
-144.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.1% |
| 7D | +6.7% | -7.8% | +14.5% | +8.8% |
| 30D | -6.1% | +15.7% | -21.9% | -9.9% |
| 3M | +6.9% | -5.5% | +12.4% | +7.6% |
| 6M | +14.6% | +41.1% | -26.5% | +2.9% |
| YTD | +66.1% | +20.4% | +45.8% | +53.7% |
| 1Y | +77.0% | +15.2% | +61.8% | +65.8% |
| 3Y | +93.8% | +24.3% | +69.5% | +70.9% |
| 5Y | +268.2% | +144.7% | +123.5% | +151.5% |
| All | +82.2% | +226.2% | -144.0% | +17.8% |
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