-10.1%
HRB vs IAG
+84.7%
-94.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | -0.8% |
| 7D | -12.2% | -4.1% | -8.1% | -12.6% |
| 30D | -3.0% | +10.6% | -13.6% | -1.6% |
| 3M | +21.7% | +35.4% | -13.7% | +27.4% |
| 6M | +52.3% | -9.5% | +61.9% | +55.0% |
| YTD | +6.5% | +21.8% | -15.3% | +11.8% |
| All | -10.1% | +84.7% | -94.7% | -5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling