+201.8%
AG vs HRB
+22.6%
+179.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -2.5% |
| 7D | -10.0% | -5.1% | -4.9% | -10.3% |
| 30D | -10.5% | +8.7% | -19.2% | -10.0% |
| 3M | -27.3% | -5.4% | -21.9% | -27.3% |
| 6M | -43.0% | +41.6% | -84.5% | -41.5% |
| YTD | -17.9% | +18.7% | -36.6% | -15.3% |
| 1Y | +11.9% | +16.4% | -4.5% | +15.5% |
| 3Y | +201.8% | +22.0% | +179.8% | +205.3% |
| All | +201.8% | +22.6% | +179.3% | +205.3% |
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