+734.9%
RACE vs HRB
+246.2%
+488.6%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.2% | +3.9% | +1.2% |
| 7D | +3.9% | -2.4% | +6.4% | +4.4% |
| 30D | +7.4% | +15.7% | -8.3% | +4.7% |
| 3M | +1.6% | +11.4% | -9.8% | -0.7% |
| 6M | +23.3% | +40.7% | -17.4% | +15.2% |
| YTD | +14.7% | +21.0% | -6.3% | +9.5% |
| 1Y | +2.5% | +7.2% | -4.7% | +0.3% |
| 3Y | +28.0% | +29.2% | -1.2% | +18.3% |
| 5Y | +69.8% | +142.3% | -72.5% | +35.7% |
| 10Y | +734.9% | +253.1% | +481.8% | +478.6% |
| All | +734.9% | +246.2% | +488.6% | +478.6% |
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 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