+2.6%
HAL vs HRB
+209.1%
-206.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.2% | -0.8% |
| 7D | -3.3% | -8.0% | +4.7% | -0.9% |
| 30D | +8.2% | -16.0% | +24.1% | +13.7% |
| 3M | -9.4% | +26.9% | -36.3% | -17.2% |
| 6M | +0.6% | +51.1% | -50.5% | -14.6% |
| YTD | +28.6% | +7.1% | +21.5% | +22.0% |
| 1Y | +63.9% | -9.6% | +73.5% | +64.8% |
| 3Y | -7.1% | +25.4% | -32.5% | -20.4% |
| 5Y | +102.3% | +114.9% | -12.6% | +33.6% |
| All | +2.6% | +209.1% | -206.6% | -42.4% |
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