+14,183.4%
TER vs HRB
+3,357.9%
+10,825.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.0% | +9.5% | +6.8% |
| 7D | +0.6% | -5.7% | +6.3% | +2.5% |
| 30D | -8.3% | +7.9% | -16.2% | -11.3% |
| 3M | -12.2% | +32.1% | -44.3% | -22.5% |
| 6M | +17.1% | +62.2% | -45.2% | -7.3% |
| YTD | +84.7% | +16.4% | +68.3% | +63.4% |
| 1Y | +199.9% | -0.3% | +200.2% | +179.1% |
| 3Y | +232.8% | +36.0% | +196.7% | +167.9% |
| 5Y | +198.6% | +125.2% | +73.4% | +92.2% |
| 10Y | +1,669.7% | +237.7% | +1,432.1% | +757.8% |
| All | +14,183.4% | +3,357.9% | +10,825.5% | +2,098.6% |
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