+876.3%
HALO vs HRB
+209.1%
+667.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -2.7% | -8.0% | +5.3% | -1.3% |
| 30D | +5.3% | -16.0% | +21.3% | +8.5% |
| 3M | +51.6% | +26.9% | +24.7% | +44.0% |
| 6M | +61.3% | +51.1% | +10.1% | +46.9% |
| YTD | +59.3% | +7.1% | +52.2% | +54.9% |
| 1Y | +38.3% | -9.6% | +47.9% | +39.2% |
| 3Y | +185.9% | +25.4% | +160.5% | +163.7% |
| 5Y | +159.9% | +114.9% | +45.0% | +109.2% |
| All | +876.3% | +209.1% | +667.2% | +565.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling