-15.7%
RMD vs HRB
+1.1%
-16.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | 0.0% |
| 7D | -5.0% | -5.7% | +0.7% | -4.4% |
| 30D | +2.2% | +7.9% | -5.7% | +1.4% |
| 3M | +17.8% | +32.1% | -14.3% | +15.3% |
| 6M | -11.3% | +62.2% | -73.6% | -13.6% |
| YTD | -4.4% | +16.4% | -20.8% | -5.3% |
| 1Y | -15.7% | -0.3% | -15.5% | -15.4% |
| All | -15.7% | +1.1% | -16.8% | -15.4% |
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