+93.1%
ACN vs HRB
+209.1%
-116.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.5% | +2.8% | +3.2% |
| 7D | -1.5% | -8.0% | +6.5% | +0.8% |
| 30D | +2.1% | -16.0% | +18.1% | +7.1% |
| 3M | +11.1% | +26.9% | -15.8% | +4.2% |
| 6M | -6.8% | +51.1% | -58.0% | -16.8% |
| YTD | -30.0% | +7.1% | -37.1% | -32.1% |
| 1Y | -23.1% | -9.6% | -13.5% | -22.4% |
| 3Y | -40.4% | +25.4% | -65.8% | -45.4% |
| 5Y | -41.6% | +114.9% | -156.5% | -53.9% |
| All | +93.1% | +209.1% | -116.1% | +29.9% |
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 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