+3,306.4%
V vs HRB
+406.3%
+2,900.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | +0.8% |
| 7D | -0.8% | -2.4% | +1.6% | -0.1% |
| 30D | +9.5% | +15.7% | -6.2% | +5.0% |
| 3M | +16.7% | +11.4% | +5.3% | +12.2% |
| 6M | +32.9% | +40.7% | -7.8% | +19.2% |
| YTD | +21.1% | +21.0% | +0.1% | +11.6% |
| 1Y | +26.6% | +7.2% | +19.4% | +20.8% |
| 3Y | +78.4% | +29.2% | +49.2% | +57.4% |
| 5Y | +105.5% | +142.3% | -36.9% | +45.2% |
| 10Y | +444.2% | +253.1% | +191.2% | +209.2% |
| All | +3,306.4% | +406.3% | +2,900.1% | +1,454.9% |
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