+192.7%
ABCL vs HRB
+11.7%
+181.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.8% |
| 7D | +4.4% | -7.8% | +12.2% | +4.0% |
| 30D | -7.9% | +15.7% | -23.6% | -7.7% |
| 3M | +12.2% | -5.5% | +17.7% | +13.5% |
| 6M | +134.7% | +41.1% | +93.6% | +135.0% |
| YTD | +239.8% | +20.4% | +219.4% | +254.4% |
| 1Y | +192.7% | +15.2% | +177.5% | +211.1% |
| All | +192.7% | +11.7% | +181.0% | +211.1% |
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