+78.3%
PR vs HRB
-5.9%
+84.2%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.5% | +7.7% | +0.8% |
| 7D | -0.6% | -9.1% | +8.5% | -1.2% |
| 30D | +17.4% | +0.3% | +17.1% | +17.6% |
| 3M | +21.8% | +23.4% | -1.6% | +24.0% |
| 6M | +27.6% | +45.1% | -17.5% | +33.0% |
| YTD | +71.4% | +8.9% | +62.6% | +70.5% |
| 1Y | +78.3% | -7.9% | +86.2% | +73.6% |
| All | +78.3% | -5.9% | +84.2% | +73.6% |
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