+63.7%
T vs HRB
+25.0%
+38.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +2.6% | -4.0% | +6.6% | +2.9% |
| 30D | -1.1% | +15.8% | -16.8% | -2.1% |
| 3M | -7.7% | +12.0% | -19.8% | -8.6% |
| 6M | -10.6% | +40.7% | -51.4% | -12.7% |
| YTD | -7.5% | +21.0% | -28.4% | -6.9% |
| 1Y | -7.4% | +11.7% | -19.1% | -6.0% |
| All | +63.7% | +25.0% | +38.7% | +70.2% |
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 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