+89.6%
HST vs HRB
+24.9%
+64.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.3% | -8.1% | +6.8% | -0.3% |
| 30D | +13.4% | +15.0% | -1.7% | +11.3% |
| 3M | +16.7% | +10.2% | +6.5% | +14.9% |
| 6M | +24.0% | +44.2% | -20.2% | +17.8% |
| YTD | +54.0% | +21.0% | +33.0% | +52.2% |
| 1Y | +55.0% | +12.0% | +43.1% | +55.7% |
| All | +89.6% | +24.9% | +64.6% | +72.7% |
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