+65.3%
RACE vs HRB
+140.6%
-75.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.4% | +2.8% | +1.6% |
| 7D | -1.2% | -5.1% | +3.9% | -0.5% |
| 30D | +6.1% | +8.7% | -2.5% | +5.0% |
| 3M | -0.3% | -5.4% | +5.1% | +0.3% |
| 6M | +23.4% | +41.6% | -18.1% | +16.9% |
| YTD | +12.5% | +18.7% | -6.1% | +10.4% |
| 1Y | -0.5% | +16.4% | -16.9% | -2.0% |
| 3Y | +23.6% | +22.0% | +1.6% | +17.2% |
| All | +65.3% | +140.6% | -75.4% | +29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling