+33.4%
AG vs HRB
+16.9%
+16.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +4.4% | +4.8% | +9.8% |
| 7D | -2.6% | +16.0% | -18.6% | -0.1% |
| 30D | -12.1% | +32.1% | -44.2% | -8.0% |
| 3M | -6.6% | +21.5% | -28.1% | -2.9% |
| 6M | -20.5% | +82.1% | -102.5% | -11.1% |
| YTD | -7.4% | +31.6% | -39.1% | -5.1% |
| 1Y | +33.4% | +15.9% | +17.5% | +28.2% |
| All | +33.4% | +16.9% | +16.5% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling