+210.2%
ABCL vs HRB
+8.1%
+202.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -3.2% | +8.5% | +5.0% |
| 7D | +12.4% | -2.4% | +14.8% | +12.2% |
| 30D | -0.4% | +15.7% | -16.1% | -0.2% |
| 3M | +80.4% | +11.4% | +69.0% | +81.3% |
| 6M | +138.5% | +40.7% | +97.8% | +138.7% |
| YTD | +265.5% | +21.0% | +244.5% | +281.6% |
| All | +210.2% | +8.1% | +202.1% | +237.6% |
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