+12.5%
AGG vs HRB
+25.9%
-13.4%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | -1.1% | -8.0% | +7.0% | -0.9% |
| 30D | -1.1% | -16.0% | +14.8% | -0.9% |
| 3M | -1.9% | +26.9% | -28.8% | -2.3% |
| 6M | -1.7% | +51.1% | -52.8% | -2.4% |
| YTD | -1.3% | +7.1% | -8.4% | -1.0% |
| 1Y | -0.7% | -9.6% | +8.9% | +0.1% |
| 3Y | +12.5% | +25.4% | -12.9% | +10.1% |
| All | +12.5% | +25.9% | -13.4% | +10.1% |
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 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