+17.7%
ACI vs HRB
+305.7%
-287.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | -7.1% | -12.2% | +5.1% | -5.5% |
| 30D | -4.5% | -3.0% | -1.5% | -4.3% |
| 3M | -22.3% | +21.7% | -44.0% | -24.5% |
| 6M | -28.4% | +52.3% | -80.7% | -32.6% |
| YTD | -29.5% | +6.5% | -36.0% | -30.6% |
| 1Y | -34.2% | -6.7% | -27.6% | -34.2% |
| 3Y | -45.7% | +25.1% | -70.8% | -48.0% |
| 5Y | -40.8% | +113.8% | -154.6% | -47.8% |
| All | +17.7% | +305.7% | -287.9% | +1.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling