+25.6%
HAL vs HRB
+16.9%
+8.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.4% | -7.5% | -3.0% |
| 7D | -7.7% | +16.0% | -23.8% | -7.4% |
| 30D | +0.7% | +32.1% | -31.4% | +1.2% |
| 3M | +2.5% | +21.5% | -19.0% | +3.0% |
| 6M | -20.7% | +82.1% | -102.8% | -19.5% |
| YTD | +18.4% | +31.6% | -13.2% | +33.1% |
| 1Y | +25.6% | +15.9% | +9.7% | +47.7% |
| All | +25.6% | +16.9% | +8.7% | +47.7% |
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