+44.6%
AU vs HRB
+16.9%
+27.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +4.4% | +3.6% | +8.6% |
| 7D | +0.8% | +16.0% | -15.3% | +2.9% |
| 30D | -7.0% | +32.1% | -39.0% | -3.3% |
| 3M | +8.5% | +21.5% | -13.0% | +12.2% |
| 6M | -1.3% | +82.1% | -83.3% | +9.7% |
| YTD | +6.8% | +31.6% | -24.8% | +0.8% |
| 1Y | +44.6% | +15.9% | +28.7% | +30.1% |
| All | +44.6% | +16.9% | +27.7% | +30.1% |
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 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