+47.9%
HAS vs HRB
+150.3%
-102.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.2% | +3.7% | +0.1% |
| 7D | -0.2% | +2.7% | -2.8% | -0.5% |
| 30D | +31.0% | +22.1% | +8.9% | +27.4% |
| 3M | +30.7% | +15.7% | +14.9% | +27.6% |
| 6M | +23.9% | +83.3% | -59.4% | +11.7% |
| YTD | +48.3% | +25.0% | +23.3% | +43.4% |
| 1Y | +60.2% | +6.9% | +53.3% | +59.8% |
| 3Y | +189.2% | +39.0% | +150.2% | +164.9% |
| All | +47.9% | +150.3% | -102.4% | +15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling