+177.1%
W vs HRB
+24.9%
+152.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -7.4% | -8.1% | +0.7% | -5.6% |
| 30D | +7.8% | +15.0% | -7.2% | +4.4% |
| 3M | +10.9% | +10.2% | +0.7% | +7.7% |
| 6M | +86.4% | +44.2% | +42.2% | +69.0% |
| YTD | +14.0% | +21.0% | -7.0% | +9.2% |
| 1Y | +3.5% | +12.0% | -8.5% | +1.3% |
| All | +177.1% | +24.9% | +152.1% | +119.2% |
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