-42.3%
ACN vs HRB
+25.2%
-67.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.4% |
| 7D | -7.9% | -12.2% | +4.3% | -3.8% |
| 30D | -1.1% | -3.0% | +1.9% | -0.4% |
| 3M | +5.6% | +21.7% | -16.1% | -1.0% |
| 6M | -9.9% | +52.3% | -62.3% | -20.8% |
| YTD | -32.3% | +6.5% | -38.8% | -35.5% |
| 1Y | -25.3% | -6.7% | -18.6% | -27.2% |
| All | -42.3% | +25.2% | -67.5% | -47.9% |
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 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