-18.5%
AMRZ vs HRB
0.0%
-18.5%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.2% | +2.4% | -1.8% |
| 7D | +1.2% | +2.7% | -1.5% | +1.3% |
| 30D | +15.1% | +22.1% | -7.0% | +15.6% |
| 3M | -18.1% | +15.7% | -33.8% | -17.5% |
| 6M | -23.5% | +83.3% | -106.8% | -20.8% |
| YTD | -21.6% | +25.0% | -46.6% | -17.7% |
| 1Y | -14.7% | +6.9% | -21.7% | -10.8% |
| All | -18.5% | 0.0% | -18.5% | -15.4% |
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