+94.3%
AG vs HRB
-6.7%
+101.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -5.0% |
| 7D | -5.8% | -12.2% | +6.4% | -8.0% |
| 30D | +6.4% | -3.0% | +9.3% | +6.3% |
| 3M | +28.4% | +21.7% | +6.7% | +36.4% |
| 6M | -24.5% | +52.3% | -76.8% | -16.0% |
| YTD | +21.2% | +6.5% | +14.7% | +12.6% |
| All | +94.3% | -6.7% | +101.0% | +50.1% |
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