+4,300.8%
HAS vs HRB
+3,613.7%
+687.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.2% | +3.7% | +0.5% |
| 7D | -0.2% | +2.7% | -2.8% | -0.8% |
| 30D | +31.0% | +22.1% | +8.9% | +25.0% |
| 3M | +30.7% | +15.7% | +14.9% | +25.4% |
| 6M | +23.9% | +83.3% | -59.4% | +5.2% |
| YTD | +48.3% | +25.0% | +23.3% | +36.9% |
| 1Y | +60.2% | +6.9% | +53.3% | +53.4% |
| 3Y | +189.2% | +39.0% | +150.2% | +155.0% |
| 5Y | +50.4% | +146.4% | -96.0% | +12.8% |
| 10Y | +104.2% | +254.4% | -150.2% | +30.6% |
| All | +4,300.8% | +3,613.7% | +687.1% | +985.1% |
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