+101.9%
HAS vs HRB
+246.2%
-144.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.2% | +4.9% | +2.4% |
| 7D | +2.2% | -2.4% | +4.6% | +2.6% |
| 30D | +29.6% | +15.7% | +13.8% | +25.6% |
| 3M | +30.3% | +11.4% | +18.9% | +26.6% |
| 6M | +25.6% | +40.7% | -15.1% | +15.5% |
| YTD | +50.8% | +21.0% | +29.9% | +42.1% |
| 1Y | +63.0% | +7.2% | +55.8% | +57.9% |
| 3Y | +211.6% | +29.2% | +182.4% | +182.5% |
| 5Y | +50.4% | +142.3% | -91.9% | +13.8% |
| 10Y | +101.9% | +253.1% | -151.2% | +29.9% |
| All | +101.9% | +246.2% | -144.4% | +29.9% |
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 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