-4.5%
HAL vs HRB
+28.7%
-33.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.5% | +5.7% | -0.4% |
| 7D | +0.5% | -9.1% | +9.5% | +0.9% |
| 30D | +15.9% | +0.3% | +15.7% | +15.8% |
| 3M | -8.7% | +23.4% | -32.1% | -10.2% |
| 6M | +9.0% | +45.1% | -36.1% | +6.0% |
| YTD | +32.0% | +8.9% | +23.1% | +34.2% |
| 1Y | +72.5% | -7.9% | +80.4% | +79.6% |
| 3Y | -4.5% | +27.9% | -32.5% | -9.6% |
| All | -4.5% | +28.7% | -33.3% | -9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling