+277.2%
TER vs HRB
+28.7%
+248.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -6.5% | +10.7% | +3.1% |
| 7D | +11.0% | -9.1% | +20.0% | +9.3% |
| 30D | -1.9% | +0.3% | -2.1% | -1.8% |
| 3M | -0.7% | +23.4% | -24.1% | +3.5% |
| 6M | +36.4% | +45.1% | -8.8% | +44.6% |
| YTD | +92.4% | +8.9% | +83.6% | +111.2% |
| 1Y | +213.5% | -7.9% | +221.4% | +255.0% |
| 3Y | +277.2% | +27.9% | +249.3% | +260.4% |
| All | +277.2% | +28.7% | +248.5% | +260.4% |
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 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