+14,023.4%
PSA vs HRB
+3,357.9%
+10,665.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.8% | -0.3% |
| 7D | -3.7% | -5.7% | +2.0% | -2.4% |
| 30D | -7.7% | +7.9% | -15.6% | -9.6% |
| 3M | -0.6% | +32.1% | -32.7% | -7.1% |
| 6M | -0.9% | +62.2% | -63.2% | -12.5% |
| YTD | +18.7% | +16.4% | +2.3% | +12.3% |
| 1Y | +7.6% | -0.3% | +7.9% | +5.3% |
| 3Y | +23.7% | +36.0% | -12.4% | +11.4% |
| 5Y | +13.7% | +125.2% | -111.5% | -10.3% |
| 10Y | +98.9% | +237.7% | -138.8% | +31.7% |
| All | +14,023.4% | +3,357.9% | +10,665.5% | +7,025.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling