+135.3%
PSX vs HRB
+25.9%
+109.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.3% | +0.7% |
| 7D | +1.8% | -10.6% | +12.4% | +2.5% |
| 30D | +21.6% | -0.8% | +22.5% | +21.3% |
| 3M | +46.5% | +19.1% | +27.4% | +43.6% |
| 6M | +62.0% | +48.7% | +13.3% | +56.4% |
| YTD | +106.3% | +7.1% | +99.2% | +105.9% |
| 1Y | +103.0% | -8.3% | +111.3% | +105.9% |
| All | +135.3% | +25.9% | +109.4% | +119.4% |
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