+66.1%
HST vs HRB
+28.7%
+37.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.5% | +6.6% | +1.0% |
| 7D | +2.0% | -9.1% | +11.0% | +3.3% |
| 30D | -5.2% | +0.3% | -5.5% | -5.5% |
| 3M | -6.2% | +23.4% | -29.6% | -9.2% |
| 6M | +20.4% | +45.1% | -24.7% | +13.6% |
| YTD | +30.6% | +8.9% | +21.7% | +30.9% |
| 1Y | +37.4% | -7.9% | +45.3% | +42.7% |
| 3Y | +66.1% | +27.9% | +38.2% | +45.6% |
| All | +66.1% | +28.7% | +37.4% | +45.6% |
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