+595.7%
HAL vs HRB
+3,357.9%
-2,762.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.4% | +0.6% |
| 7D | +2.9% | -5.7% | +8.6% | +4.7% |
| 30D | +17.0% | +7.9% | +9.1% | +13.6% |
| 3M | -9.7% | +32.1% | -41.8% | -18.0% |
| 6M | +8.6% | +62.2% | -53.6% | -8.9% |
| YTD | +33.0% | +16.4% | +16.6% | +22.6% |
| 1Y | +68.3% | -0.3% | +68.6% | +62.2% |
| 3Y | +0.1% | +36.0% | -35.9% | -14.6% |
| 5Y | +102.6% | +125.2% | -22.6% | +43.1% |
| 10Y | +3.8% | +237.7% | -233.8% | -38.7% |
| All | +595.7% | +3,357.9% | -2,762.1% | +122.5% |
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 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