+2,426.8%
HALO vs HRB
+277.6%
+2,149.2%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.3% |
| 7D | -2.1% | -10.6% | +8.5% | +1.6% |
| 30D | +4.6% | -0.8% | +5.5% | +3.9% |
| 3M | +50.2% | +19.1% | +31.2% | +39.4% |
| 6M | +57.6% | +48.7% | +8.9% | +32.7% |
| YTD | +59.6% | +7.1% | +52.5% | +49.4% |
| 1Y | +41.2% | -8.3% | +49.5% | +39.3% |
| 3Y | +178.9% | +25.8% | +153.0% | +137.1% |
| 5Y | +160.1% | +111.1% | +49.0% | +74.3% |
| 10Y | +967.5% | +206.6% | +760.9% | +420.0% |
| All | +2,426.8% | +277.6% | +2,149.2% | +848.9% |
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 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