+32.8%
RRC vs HRB
+28.7%
+4.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.5% | +6.2% | 0.0% |
| 7D | -1.2% | -9.1% | +7.9% | -0.8% |
| 30D | +9.4% | +0.3% | +9.2% | +9.4% |
| 3M | +7.4% | +23.4% | -16.0% | +6.4% |
| 6M | +1.5% | +45.1% | -43.7% | -0.1% |
| YTD | +19.4% | +8.9% | +10.5% | +19.0% |
| 1Y | +24.2% | -7.9% | +32.1% | +24.8% |
| 3Y | +32.8% | +27.9% | +4.9% | +30.4% |
| All | +32.8% | +28.7% | +4.1% | +30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling