-8.8%
HAL vs HRB
+24.9%
-33.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | -0.2% | -8.1% | +7.9% | +0.1% |
| 30D | +1.0% | +15.0% | -14.0% | +0.4% |
| 3M | -2.1% | +10.2% | -12.4% | -2.7% |
| 6M | -17.5% | +44.2% | -61.7% | -19.3% |
| YTD | +18.1% | +21.0% | -2.8% | +19.7% |
| 1Y | +19.7% | +12.0% | +7.7% | +22.5% |
| All | -8.8% | +24.9% | -33.7% | -11.5% |
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 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