+1,895.7%
TER vs HRB
+205.6%
+1,690.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.8% | +3.4% |
| 7D | +12.4% | -10.6% | +23.0% | +14.4% |
| 30D | +5.1% | -0.8% | +6.0% | +4.7% |
| 3M | +4.0% | +19.1% | -15.1% | -1.1% |
| 6M | +29.5% | +48.7% | -19.2% | +15.0% |
| YTD | +98.5% | +7.1% | +91.4% | +90.9% |
| 1Y | +234.1% | -8.3% | +242.4% | +234.2% |
| 3Y | +289.0% | +25.8% | +263.2% | +246.5% |
| 5Y | +228.2% | +111.1% | +117.1% | +147.6% |
| 10Y | +1,895.7% | +206.6% | +1,689.1% | +1,152.4% |
| All | +1,895.7% | +205.6% | +1,690.1% | +1,152.4% |
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