+12.8%
AR vs HRB
+13.5%
-0.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.1% |
| 7D | +7.4% | -5.1% | +12.5% | +7.6% |
| 30D | +5.8% | +8.7% | -2.9% | +5.2% |
| 3M | +5.2% | -5.4% | +10.6% | +5.2% |
| 6M | +5.4% | +41.6% | -36.1% | +3.6% |
| YTD | +12.4% | +18.7% | -6.2% | +8.4% |
| 1Y | +12.8% | +16.4% | -3.6% | +8.8% |
| All | +12.8% | +13.5% | -0.7% | +8.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling