+5.8%
AMCR vs HRB
+25.9%
-20.1%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.6% |
| 7D | -6.3% | -8.0% | +1.8% | -5.9% |
| 30D | -7.8% | -16.0% | +8.2% | -7.0% |
| 3M | +7.5% | +26.9% | -19.3% | +6.4% |
| 6M | +2.7% | +51.1% | -48.4% | +0.5% |
| YTD | +6.0% | +7.1% | -1.0% | +8.3% |
| 1Y | +7.8% | -9.6% | +17.4% | +13.1% |
| 3Y | +5.8% | +25.4% | -19.6% | -0.2% |
| All | +5.8% | +25.9% | -20.1% | -0.2% |
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