-16.8%
HAL vs HRB
+243.1%
-259.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | -0.2% | -8.1% | +7.9% | +2.3% |
| 30D | +1.0% | +15.0% | -14.0% | -3.6% |
| 3M | -2.1% | +10.2% | -12.4% | -6.2% |
| 6M | -17.5% | +44.2% | -61.7% | -28.0% |
| YTD | +18.1% | +21.0% | -2.8% | +7.5% |
| 1Y | +19.7% | +12.0% | +7.7% | +12.0% |
| 3Y | -7.9% | +24.9% | -32.8% | -20.3% |
| 5Y | +53.1% | +144.6% | -91.5% | -3.3% |
| 10Y | -16.8% | +229.4% | -246.2% | -54.5% |
| All | -16.8% | +243.1% | -259.9% | -54.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling