+29.7%
Q vs HRB
-8.1%
+37.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -6.5% | +8.8% | +1.1% |
| 7D | +6.7% | -9.1% | +15.8% | +4.9% |
| 30D | -10.6% | +0.3% | -10.9% | -10.2% |
| 3M | -14.6% | +23.4% | -38.0% | -9.0% |
| 6M | +12.1% | +45.1% | -33.1% | +22.9% |
| YTD | +51.3% | +8.9% | +42.4% | +66.5% |
| All | +29.7% | -8.1% | +37.8% | +45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling