-7.7%
AAL vs HRB
+28.7%
-36.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.5% | +4.8% | -1.0% |
| 7D | -0.3% | -9.1% | +8.7% | +0.7% |
| 30D | -19.0% | +0.3% | -19.3% | -19.2% |
| 3M | -5.1% | +23.4% | -28.5% | -8.1% |
| 6M | +15.5% | +45.1% | -29.7% | +8.9% |
| YTD | -15.8% | +8.9% | -24.7% | -15.9% |
| 1Y | -0.3% | -7.9% | +7.6% | +2.8% |
| 3Y | -7.7% | +27.9% | -35.6% | -16.9% |
| All | -7.7% | +28.7% | -36.4% | -16.9% |
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 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