+62,786.1%
SU vs HRB
+3,081.6%
+59,704.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +2.3% |
| 7D | +1.6% | -10.6% | +12.2% | +5.8% |
| 30D | +10.7% | -0.8% | +11.6% | +9.9% |
| 3M | +13.5% | +19.1% | -5.6% | +4.1% |
| 6M | +21.8% | +48.7% | -26.9% | +0.3% |
| YTD | +58.8% | +7.1% | +51.7% | +47.1% |
| 1Y | +72.0% | -8.3% | +80.4% | +68.6% |
| 3Y | +121.7% | +25.8% | +95.9% | +83.6% |
| 5Y | +350.4% | +111.1% | +239.3% | +187.4% |
| 10Y | +264.7% | +206.6% | +58.1% | +74.0% |
| All | +62,786.1% | +3,081.6% | +59,704.5% | +1,420.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling