-12.7%
REPL vs HRB
+154.2%
-166.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.6% | -7.8% | -8.3% |
| 7D | -13.4% | -12.2% | -1.2% | -11.4% |
| 30D | -3.0% | -3.0% | 0.0% | -2.5% |
| 3M | +56.3% | +21.7% | +34.6% | +48.7% |
| 6M | +60.9% | +52.3% | +8.6% | +42.7% |
| YTD | +36.2% | +6.5% | +29.7% | +31.6% |
| 1Y | +121.0% | -6.7% | +127.7% | +119.8% |
| 3Y | -32.8% | +25.1% | -57.9% | -43.0% |
| 5Y | -58.7% | +113.8% | -172.4% | -71.9% |
| All | -12.7% | +154.2% | -166.9% | -50.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling