+10,532.8%
TER vs HRB
+3,493.2%
+7,039.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | 0.0% | +8.3% | +8.3% |
| 7D | +5.9% | -8.1% | +14.0% | +8.7% |
| 30D | -30.8% | +15.0% | -45.8% | -34.7% |
| 3M | -29.9% | +10.2% | -40.2% | -33.9% |
| 6M | -27.5% | +44.2% | -71.7% | -39.3% |
| YTD | +37.5% | +21.0% | +16.5% | +17.9% |
| 1Y | +50.3% | +12.0% | +38.3% | +32.3% |
| 3Y | +204.9% | +24.9% | +180.0% | +149.9% |
| 5Y | +89.2% | +144.6% | -55.4% | +16.5% |
| 10Y | +1,077.0% | +229.4% | +847.5% | +468.4% |
| All | +10,532.8% | +3,493.2% | +7,039.6% | +1,486.5% |
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 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