+226.1%
ACWI vs HRB
+226.2%
-0.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | +2.7% | -7.8% | +10.5% | +4.0% |
| 30D | -2.6% | +15.7% | -18.3% | -5.1% |
| 3M | -3.2% | -5.5% | +2.3% | -2.6% |
| 6M | +1.9% | +41.1% | -39.3% | -5.2% |
| YTD | +11.3% | +20.4% | -9.0% | +6.1% |
| 1Y | +11.7% | +15.2% | -3.6% | +7.2% |
| 3Y | +74.4% | +24.3% | +50.1% | +61.8% |
| 5Y | +59.5% | +144.7% | -85.2% | +25.1% |
| All | +226.1% | +226.2% | -0.1% | +130.0% |
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