+53.8%
S vs HRB
+33.7%
+20.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -3.2% | +11.3% | +8.7% |
| 7D | +1.6% | -2.4% | +4.0% | +2.0% |
| 30D | -10.5% | +15.7% | -26.2% | -13.8% |
| 3M | +9.9% | +11.4% | -1.5% | +6.2% |
| 6M | +41.8% | +40.7% | +1.1% | +28.7% |
| YTD | +56.8% | +21.0% | +35.8% | +43.9% |
| 1Y | +39.0% | +7.2% | +31.8% | +30.3% |
| 3Y | +53.8% | +29.2% | +24.7% | +31.8% |
| All | +53.8% | +33.7% | +20.1% | +31.8% |
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