+575.2%
HLT vs HRB
+209.1%
+366.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.2% |
| 7D | -1.6% | -8.0% | +6.4% | +0.4% |
| 30D | -5.0% | -16.0% | +10.9% | -0.9% |
| 3M | -10.4% | +26.9% | -37.3% | -16.5% |
| 6M | +3.2% | +51.1% | -47.9% | -9.3% |
| YTD | +6.7% | +7.1% | -0.3% | +2.7% |
| 1Y | +10.3% | -9.6% | +19.9% | +11.2% |
| 3Y | +99.3% | +25.4% | +73.9% | +77.9% |
| 5Y | +143.7% | +114.9% | +28.8% | +79.4% |
| All | +575.2% | +209.1% | +366.1% | +325.8% |
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 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