+14.6%
AMCR vs HRB
+209.1%
-194.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.7% |
| 7D | -6.3% | -8.0% | +1.8% | -4.9% |
| 30D | -7.8% | -16.0% | +8.2% | -5.1% |
| 3M | +7.5% | +26.9% | -19.3% | +2.6% |
| 6M | +2.7% | +51.1% | -48.4% | -5.9% |
| YTD | +6.0% | +7.1% | -1.0% | +3.5% |
| 1Y | +7.8% | -9.6% | +17.4% | +8.8% |
| 3Y | +5.8% | +25.4% | -19.6% | -2.0% |
| 5Y | -11.6% | +114.9% | -126.5% | -27.8% |
| All | +14.6% | +209.1% | -194.5% | -15.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling