+1,831.6%
PWR vs HRB
+221.6%
+1,610.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.4% |
| 7D | +11.3% | -5.1% | +16.4% | +12.4% |
| 30D | -8.9% | +8.7% | -17.5% | -10.9% |
| 3M | -10.5% | -5.4% | -5.1% | -10.3% |
| 6M | -22.2% | +41.6% | -63.7% | -30.0% |
| YTD | +42.7% | +18.7% | +24.1% | +32.7% |
| 1Y | +41.1% | +16.4% | +24.7% | +31.6% |
| 3Y | +242.7% | +22.0% | +220.8% | +204.7% |
| 5Y | +418.5% | +141.2% | +277.3% | +258.9% |
| All | +1,831.6% | +221.6% | +1,610.0% | +1,027.8% |
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