+359.3%
HRB vs IAG
+368.9%
-9.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.8% | -4.7% | -6.4% |
| 7D | -9.1% | +4.3% | -13.3% | -9.2% |
| 30D | +0.3% | +9.8% | -9.5% | -0.2% |
| 3M | +23.4% | +28.9% | -5.5% | +21.8% |
| 6M | +45.1% | -7.6% | +52.7% | +44.9% |
| YTD | +8.9% | +22.0% | -13.1% | +7.0% |
| 1Y | -7.9% | +99.5% | -107.4% | -12.0% |
| 3Y | +27.9% | +818.3% | -790.3% | +11.2% |
| 5Y | +108.3% | +785.9% | -677.6% | +77.7% |
| 10Y | +208.4% | +381.1% | -172.7% | +160.5% |
| All | +359.3% | +368.9% | -9.5% | +220.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded IAG 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling