-11.3%
SIRI vs HRB
+209.1%
-220.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.8% |
| 7D | +0.6% | -8.0% | +8.6% | +2.6% |
| 30D | +2.5% | -16.0% | +18.5% | +6.8% |
| 3M | +6.6% | +26.9% | -20.2% | -0.4% |
| 6M | +32.9% | +51.1% | -18.2% | +17.0% |
| YTD | +50.5% | +7.1% | +43.4% | +45.0% |
| 1Y | +28.0% | -9.6% | +37.6% | +29.2% |
| 3Y | -22.4% | +25.4% | -47.8% | -30.2% |
| 5Y | -41.3% | +114.9% | -156.2% | -56.3% |
| All | -11.3% | +209.1% | -220.4% | -45.2% |
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 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