+192.8%
TER vs HRB
+33.7%
+159.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -3.2% | +16.0% | +11.9% |
| 7D | -5.8% | -2.4% | -3.3% | -6.2% |
| 30D | -38.9% | +15.7% | -54.6% | -36.4% |
| 3M | -35.1% | +11.4% | -46.5% | -32.8% |
| 6M | -31.6% | +40.7% | -72.3% | -25.7% |
| YTD | +27.2% | +21.0% | +6.3% | +45.1% |
| 1Y | +35.2% | +7.2% | +28.0% | +57.6% |
| 3Y | +192.8% | +29.2% | +163.6% | +187.2% |
| All | +192.8% | +33.7% | +159.1% | +187.2% |
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