+55.7%
HAS vs HRB
+213.0%
-157.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.5% | +4.1% | -1.1% |
| 7D | -3.1% | -9.1% | +6.0% | -1.2% |
| 30D | -2.7% | +0.3% | -3.0% | -3.2% |
| 3M | +8.9% | +23.4% | -14.5% | +3.3% |
| 6M | -2.9% | +45.1% | -48.0% | -12.1% |
| YTD | +12.6% | +8.9% | +3.8% | +8.7% |
| 1Y | +17.5% | -7.9% | +25.4% | +17.7% |
| 3Y | +46.2% | +27.9% | +18.3% | +32.4% |
| 5Y | +12.6% | +108.3% | -95.7% | -12.0% |
| 10Y | +55.7% | +208.4% | -152.8% | +3.1% |
| All | +55.7% | +213.0% | -157.3% | +3.1% |
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