+20.3%
PSA vs HRB
+25.2%
-4.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -3.6% | -12.2% | +8.5% | -2.2% |
| 30D | -9.4% | -3.0% | -6.4% | -9.3% |
| 3M | -8.2% | +21.7% | -29.9% | -10.7% |
| 6M | -1.8% | +52.3% | -54.2% | -7.8% |
| YTD | +15.7% | +6.5% | +9.3% | +16.9% |
| 1Y | +6.3% | -6.7% | +13.0% | +10.5% |
| All | +20.3% | +25.2% | -4.9% | +13.5% |
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