+376.3%
PSX vs HRB
+207.5%
+168.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | +1.5% | -12.2% | +13.7% | +5.2% |
| 30D | +15.8% | -3.0% | +18.8% | +15.8% |
| 3M | +43.0% | +21.7% | +21.3% | +33.0% |
| 6M | +61.1% | +52.3% | +8.8% | +38.0% |
| YTD | +104.5% | +6.5% | +98.0% | +95.2% |
| 1Y | +102.5% | -6.7% | +109.2% | +101.2% |
| 3Y | +133.5% | +25.1% | +108.4% | +101.8% |
| 5Y | +367.0% | +113.8% | +253.2% | +215.0% |
| All | +376.3% | +207.5% | +168.8% | +161.6% |
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 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