+8,885.1%
PTC vs HRB
+3,493.9%
+5,391.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.3% | -4.0% | +5.3% | +2.6% |
| 30D | +1.1% | +15.8% | -14.7% | -4.2% |
| 3M | +30.1% | +12.0% | +18.1% | +23.8% |
| 6M | +34.0% | +40.7% | -6.7% | +17.7% |
| YTD | +12.8% | +21.0% | -8.2% | +3.1% |
| 1Y | +10.7% | +11.7% | -0.9% | +3.8% |
| 3Y | +29.6% | +25.0% | +4.7% | +13.7% |
| 5Y | +63.5% | +141.0% | -77.5% | +10.0% |
| 10Y | +316.7% | +241.3% | +75.4% | +118.9% |
| All | +8,885.1% | +3,493.9% | +5,391.2% | +994.7% |
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