+20.1%
W vs HRB
+1.1%
+19.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.0% | +6.5% | +3.1% |
| 7D | -4.2% | -5.7% | +1.5% | -3.4% |
| 30D | -7.6% | +7.9% | -15.5% | -8.8% |
| 3M | +37.2% | +32.1% | +5.0% | +31.7% |
| 6M | +26.3% | +62.2% | -35.9% | +17.2% |
| YTD | -1.0% | +16.4% | -17.4% | -6.0% |
| 1Y | +20.1% | -0.3% | +20.4% | +1.7% |
| All | +20.1% | +1.1% | +19.0% | +1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling