+111.9%
HAL vs HRB
+104.8%
+7.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.1% |
| 7D | -1.3% | -10.6% | +9.3% | 0.0% |
| 30D | +10.9% | -0.8% | +11.7% | +10.6% |
| 3M | -5.8% | +19.1% | -24.9% | -8.8% |
| 6M | +8.1% | +48.7% | -40.6% | +0.6% |
| YTD | +33.2% | +7.1% | +26.1% | +32.2% |
| 1Y | +74.2% | -8.3% | +82.5% | +78.3% |
| 3Y | -3.7% | +25.8% | -29.5% | -10.3% |
| 5Y | +111.9% | +111.1% | +0.8% | +84.9% |
| All | +111.9% | +104.8% | +7.0% | +84.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling