+247.0%
RL vs HRB
+36.2%
+210.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.2% | +2.9% | -1.5% |
| 7D | -4.2% | +2.7% | -6.8% | -4.1% |
| 30D | +4.3% | +22.1% | -17.8% | +5.0% |
| 3M | -4.6% | +15.7% | -20.3% | -3.9% |
| 6M | +1.7% | +83.3% | -81.6% | +4.1% |
| YTD | +7.3% | +25.0% | -17.7% | +10.8% |
| 1Y | +20.8% | +6.9% | +13.9% | +24.9% |
| 3Y | +247.0% | +39.0% | +207.9% | +247.6% |
| All | +247.0% | +36.2% | +210.7% | +247.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling