+129.7%
ROP vs HRB
+207.5%
-77.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -8.0% | -12.2% | +4.2% | -5.2% |
| 30D | -2.7% | -3.0% | +0.2% | -2.4% |
| 3M | +16.6% | +21.7% | -5.1% | +11.1% |
| 6M | +10.4% | +52.3% | -42.0% | -0.7% |
| YTD | -12.1% | +6.5% | -18.6% | -14.5% |
| 1Y | -23.6% | -6.7% | -16.9% | -23.6% |
| 3Y | -19.3% | +25.1% | -44.4% | -25.5% |
| 5Y | -15.4% | +113.8% | -129.1% | -32.4% |
| All | +129.7% | +207.5% | -77.8% | +60.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling