+2.6%
RRC vs HRB
+209.1%
-206.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.6% |
| 7D | -1.8% | -8.0% | +6.2% | +0.3% |
| 30D | +2.7% | -16.0% | +18.6% | +7.3% |
| 3M | +8.8% | +26.9% | -18.0% | +1.1% |
| 6M | -1.2% | +51.1% | -52.3% | -13.7% |
| YTD | +17.6% | +7.1% | +10.5% | +12.8% |
| 1Y | +18.4% | -9.6% | +28.0% | +19.1% |
| 3Y | +33.1% | +25.4% | +7.7% | +16.4% |
| 5Y | +148.2% | +114.9% | +33.3% | +75.4% |
| All | +2.6% | +209.1% | -206.5% | -37.0% |
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