+8,589.7%
PWR vs HRB
+900.9%
+7,688.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -6.5% | +8.8% | +4.3% |
| 7D | +4.5% | -9.1% | +13.6% | +7.3% |
| 30D | -4.9% | +0.3% | -5.1% | -5.8% |
| 3M | -7.9% | +23.4% | -31.3% | -15.6% |
| 6M | +18.3% | +45.1% | -26.8% | +0.6% |
| YTD | +51.5% | +8.9% | +42.6% | +40.1% |
| 1Y | +70.3% | -7.9% | +78.2% | +65.5% |
| 3Y | +210.6% | +27.9% | +182.7% | +162.4% |
| 5Y | +456.7% | +108.3% | +348.3% | +285.7% |
| 10Y | +2,396.1% | +208.4% | +2,187.6% | +1,275.4% |
| All | +8,589.7% | +900.9% | +7,688.8% | +2,657.6% |
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