+562.3%
SE vs HRB
+148.7%
+413.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.8% |
| 7D | -4.8% | -12.2% | +7.4% | -2.6% |
| 30D | -18.1% | -3.0% | -15.2% | -18.0% |
| 3M | +30.6% | +21.7% | +8.9% | +25.4% |
| 6M | +20.8% | +52.3% | -31.6% | +10.4% |
| YTD | -15.6% | +6.5% | -22.1% | -17.5% |
| 1Y | -44.2% | -6.7% | -37.5% | -44.2% |
| 3Y | +181.5% | +25.1% | +156.4% | +156.9% |
| 5Y | -66.9% | +113.8% | -180.7% | -73.3% |
| All | +562.3% | +148.7% | +413.6% | +402.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling