+2,521.4%
PWR vs HRB
+209.1%
+2,312.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.6% | +5.0% |
| 7D | +4.2% | -8.0% | +12.2% | +5.9% |
| 30D | -4.0% | -16.0% | +11.9% | -0.8% |
| 3M | -4.8% | +26.9% | -31.6% | -11.4% |
| 6M | +14.6% | +51.1% | -36.5% | +0.2% |
| YTD | +54.2% | +7.1% | +47.2% | +47.4% |
| 1Y | +67.1% | -9.6% | +76.7% | +67.3% |
| 3Y | +218.5% | +25.4% | +193.0% | +178.8% |
| 5Y | +466.3% | +114.9% | +351.4% | +305.0% |
| All | +2,521.4% | +209.1% | +2,312.3% | +1,472.8% |
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