+234.1%
TER vs HRB
-9.2%
+243.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.8% | +2.4% |
| 7D | +12.4% | -10.6% | +23.0% | +7.1% |
| 30D | +5.1% | -0.8% | +6.0% | +5.3% |
| 3M | +4.0% | +19.1% | -15.1% | +17.4% |
| 6M | +29.5% | +48.7% | -19.2% | +61.7% |
| YTD | +98.5% | +7.1% | +91.4% | +119.2% |
| 1Y | +234.1% | -8.3% | +242.4% | +253.5% |
| All | +234.1% | -9.2% | +243.2% | +253.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling