-28.3%
ALB vs HRB
+37.6%
-65.9%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.0% | -0.5% | -4.1% |
| 7D | -8.1% | -5.7% | -2.4% | -7.5% |
| 30D | +6.3% | +7.9% | -1.6% | +5.5% |
| 3M | -23.6% | +32.1% | -55.7% | -26.0% |
| 6M | -24.6% | +62.2% | -86.9% | -29.7% |
| YTD | -10.3% | +16.4% | -26.7% | -12.2% |
| 1Y | +61.5% | -0.3% | +61.7% | +62.4% |
| All | -28.3% | +37.6% | -65.9% | -40.1% |
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