+125.0%
SU vs HRB
+25.9%
+99.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.7% | -0.2% |
| 7D | +2.2% | -8.0% | +10.3% | +2.5% |
| 30D | +8.4% | -16.0% | +24.4% | +9.0% |
| 3M | +12.1% | +26.9% | -14.8% | +10.8% |
| 6M | +19.7% | +51.1% | -31.5% | +17.3% |
| YTD | +58.4% | +7.1% | +51.4% | +58.5% |
| 1Y | +67.2% | -9.6% | +76.8% | +69.8% |
| 3Y | +125.0% | +25.4% | +99.6% | +106.3% |
| All | +125.0% | +25.9% | +99.2% | +106.3% |
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 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