+509.3%
HRI price history and return analytics
+355.4%
+153.8%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -0.7% |
| 7D | -3.2% | -0.1% | -3.0% | -3.0% |
| 30D | +33.3% | -3.1% | +36.4% | +41.4% |
| 3M | -2.6% | -3.5% | +0.9% | +4.4% |
| 6M | +24.4% | +0.5% | +24.0% | +24.2% |
| YTD | +12.6% | +10.8% | +1.8% | -5.3% |
| 1Y | +19.4% | +11.9% | +7.5% | -1.1% |
| 3Y | +47.3% | +73.0% | -25.7% | -42.2% |
| 5Y | -5.4% | +58.6% | -64.1% | -54.7% |
| 10Y | +374.8% | +219.2% | +155.6% | -16.6% |
| All | +509.3% | +355.4% | +153.8% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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