+206.9%
PWR vs HRB
+25.9%
+181.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -2.1% |
| 7D | +2.7% | -10.6% | +13.3% | +1.4% |
| 30D | -5.1% | -0.8% | -4.3% | -5.2% |
| 3M | -9.4% | +19.1% | -28.4% | -8.0% |
| 6M | +10.4% | +48.7% | -38.3% | +12.6% |
| YTD | +48.6% | +7.1% | +41.5% | +55.4% |
| 1Y | +68.0% | -8.3% | +76.3% | +78.9% |
| All | +206.9% | +25.9% | +181.0% | +174.7% |
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 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