+102.2%
HAS vs HRB
+252.0%
-149.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +3.3% | -4.0% | +7.3% | +4.1% |
| 30D | +30.5% | +15.8% | +14.8% | +26.5% |
| 3M | +29.9% | +12.0% | +17.9% | +26.1% |
| 6M | +26.5% | +40.7% | -14.2% | +16.3% |
| YTD | +51.9% | +21.0% | +31.0% | +43.2% |
| 1Y | +60.9% | +11.7% | +49.3% | +54.4% |
| 3Y | +215.0% | +25.0% | +190.0% | +188.0% |
| 5Y | +51.5% | +141.0% | -89.5% | +14.7% |
| 10Y | +102.2% | +241.3% | -139.0% | +31.3% |
| All | +102.2% | +252.0% | -149.7% | +31.3% |
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