+211.6%
HAS vs HRB
+33.7%
+177.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.2% | +4.9% | +1.9% |
| 7D | +2.2% | -2.4% | +4.6% | +2.3% |
| 30D | +29.6% | +15.7% | +13.8% | +28.2% |
| 3M | +30.3% | +11.4% | +18.9% | +29.1% |
| 6M | +25.6% | +40.7% | -15.1% | +22.2% |
| YTD | +50.8% | +21.0% | +29.9% | +50.6% |
| 1Y | +63.0% | +7.2% | +55.8% | +65.6% |
| 3Y | +211.6% | +29.2% | +182.4% | +186.5% |
| All | +211.6% | +33.7% | +177.9% | +186.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling