+518.0%
HAL vs HRB
+3,493.2%
-2,975.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | -0.2% | -8.1% | +7.9% | +2.2% |
| 30D | +1.0% | +15.0% | -14.0% | -3.5% |
| 3M | -2.1% | +10.2% | -12.4% | -6.1% |
| 6M | -17.5% | +44.2% | -61.7% | -27.6% |
| YTD | +18.1% | +21.0% | -2.8% | +7.1% |
| 1Y | +19.7% | +12.0% | +7.7% | +11.1% |
| 3Y | -7.9% | +24.9% | -32.8% | -19.6% |
| 5Y | +53.1% | +144.6% | -91.5% | +5.0% |
| 10Y | -16.8% | +229.4% | -246.2% | -50.7% |
| All | +518.0% | +3,493.2% | -2,975.2% | +94.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling