+1,872.1%
T vs HRB
+3,357.9%
-1,485.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.0% | +2.0% | -1.1% |
| 7D | -1.3% | -5.7% | +4.4% | 0.0% |
| 30D | +11.4% | +7.9% | +3.5% | +9.1% |
| 3M | +14.3% | +32.1% | -17.8% | +6.8% |
| 6M | -9.3% | +62.2% | -71.5% | -19.7% |
| YTD | +7.1% | +16.4% | -9.3% | +1.4% |
| 1Y | -9.1% | -0.3% | -8.8% | -11.1% |
| 3Y | +105.3% | +36.0% | +69.3% | +83.9% |
| 5Y | +66.8% | +125.2% | -58.4% | +29.7% |
| 10Y | +66.8% | +237.7% | -170.9% | +10.7% |
| All | +1,872.1% | +3,357.9% | -1,485.8% | +487.1% |
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