+786.6%
RACE vs HRB
+213.0%
+573.6%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.5% | +5.5% | +0.1% |
| 7D | -1.0% | -9.1% | +8.0% | +0.6% |
| 30D | -1.5% | +0.3% | -1.8% | -1.9% |
| 3M | +15.5% | +23.4% | -7.9% | +10.6% |
| 6M | +17.3% | +45.1% | -27.8% | +8.3% |
| YTD | +11.1% | +8.9% | +2.2% | +8.2% |
| 1Y | -14.3% | -7.9% | -6.4% | -13.8% |
| 3Y | +40.2% | +27.9% | +12.2% | +29.2% |
| 5Y | +92.6% | +108.3% | -15.8% | +57.7% |
| 10Y | +786.6% | +208.4% | +578.1% | +509.7% |
| All | +786.6% | +213.0% | +573.6% | +509.7% |
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 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