-15.9%
ACN vs HRB
+22.6%
-38.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.8% |
| 7D | -3.8% | -5.1% | +1.2% | -1.9% |
| 30D | +16.5% | +8.7% | +7.9% | +13.1% |
| 3M | +41.5% | -5.4% | +46.9% | +43.7% |
| 6M | +60.1% | +41.6% | +18.5% | +42.6% |
| YTD | -3.9% | +18.7% | -22.6% | -12.1% |
| 1Y | +4.1% | +16.4% | -12.3% | -4.4% |
| 3Y | -15.9% | +22.0% | -37.8% | -24.2% |
| All | -15.9% | +22.6% | -38.4% | -24.2% |
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 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