+32.4%
PWR vs HRB
+16.9%
+15.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +4.4% | -16.0% | -10.3% |
| 7D | -4.4% | +16.0% | -20.4% | +0.2% |
| 30D | -15.1% | +32.1% | -47.1% | -7.3% |
| 3M | -16.2% | +21.5% | -37.7% | -10.4% |
| 6M | -23.3% | +82.1% | -105.4% | -8.8% |
| YTD | +37.6% | +31.6% | +6.0% | +51.5% |
| 1Y | +32.4% | +15.9% | +16.5% | +47.7% |
| All | +32.4% | +16.9% | +15.5% | +47.7% |
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 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