+3,324.5%
HAS vs HRB
+3,357.9%
-33.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.5% | +0.4% |
| 7D | -1.8% | -5.7% | +3.9% | -0.5% |
| 30D | +2.3% | +7.9% | -5.6% | -0.1% |
| 3M | +10.4% | +32.1% | -21.8% | +2.4% |
| 6M | -3.2% | +62.2% | -65.5% | -15.6% |
| YTD | +15.4% | +16.4% | -1.0% | +8.6% |
| 1Y | +18.8% | -0.3% | +19.1% | +15.7% |
| 3Y | +43.9% | +36.0% | +7.9% | +27.7% |
| 5Y | +13.9% | +125.2% | -111.3% | -12.7% |
| 10Y | +56.4% | +237.7% | -181.2% | +1.3% |
| All | +3,324.5% | +3,357.9% | -33.4% | +760.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling