+96.9%
PSX vs HRB
+16.9%
+80.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.4% | -8.9% | -4.7% |
| 7D | -5.2% | +16.0% | -21.2% | -5.7% |
| 30D | -3.7% | +32.1% | -35.8% | -4.7% |
| 3M | +26.8% | +21.5% | +5.3% | +25.3% |
| 6M | +47.3% | +82.1% | -34.8% | +43.8% |
| YTD | +105.4% | +31.6% | +73.8% | +110.2% |
| 1Y | +96.9% | +15.9% | +81.0% | +109.5% |
| All | +96.9% | +16.9% | +80.0% | +109.5% |
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 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