+32.0%
Q vs HRB
-9.6%
+41.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.4% | +1.5% |
| 7D | +6.6% | -10.6% | +17.2% | +4.4% |
| 30D | -6.6% | -0.8% | -5.7% | -6.3% |
| 3M | -13.2% | +19.1% | -32.3% | -8.0% |
| 6M | +9.9% | +48.7% | -38.8% | +19.8% |
| YTD | +53.9% | +7.1% | +46.8% | +68.9% |
| All | +32.0% | -9.6% | +41.6% | +47.8% |
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 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