+579.1%
AU vs HRB
+25.9%
+553.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.5% |
| 7D | -4.3% | -8.0% | +3.8% | -4.5% |
| 30D | +7.3% | -16.0% | +23.3% | +6.7% |
| 3M | +26.3% | +26.9% | -0.5% | +27.8% |
| 6M | +1.8% | +51.1% | -49.4% | +3.2% |
| YTD | +26.8% | +7.1% | +19.8% | +29.2% |
| 1Y | +66.7% | -9.6% | +76.3% | +72.3% |
| 3Y | +579.1% | +25.4% | +553.7% | +599.8% |
| All | +579.1% | +25.9% | +553.2% | +599.8% |
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 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