+130.7%
REPL vs HRB
+16.9%
+113.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.4% | -4.2% | +1.0% |
| 7D | +28.8% | +16.0% | +12.8% | +32.6% |
| 30D | +57.3% | +32.1% | +25.3% | +66.8% |
| 3M | +73.6% | +21.5% | +52.1% | +81.6% |
| 6M | +582.8% | +82.1% | +500.8% | +718.4% |
| YTD | +112.9% | +31.6% | +81.2% | +152.5% |
| 1Y | +130.7% | +15.9% | +114.8% | +171.6% |
| All | +130.7% | +16.9% | +113.8% | +171.6% |
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 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