+68.1%
ACWI vs HRB
+112.6%
-44.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.5% | +6.0% | +0.2% |
| 7D | +1.1% | -9.1% | +10.1% | +2.0% |
| 30D | -0.2% | +0.3% | -0.4% | -0.4% |
| 3M | +4.7% | +23.4% | -18.7% | +1.9% |
| 6M | +14.5% | +45.1% | -30.7% | +8.9% |
| YTD | +14.6% | +8.9% | +5.7% | +13.8% |
| 1Y | +21.4% | -7.9% | +29.4% | +23.8% |
| 3Y | +77.6% | +27.9% | +49.7% | +67.0% |
| 5Y | +68.1% | +108.3% | -40.2% | +45.7% |
| All | +68.1% | +112.6% | -44.5% | +45.7% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling