+1,202.2%
RRC vs HRB
+3,357.9%
-2,155.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.0% | +3.1% | 0.0% |
| 7D | +1.3% | -5.7% | +7.0% | +2.6% |
| 30D | +10.1% | +7.9% | +2.2% | +7.8% |
| 3M | +4.0% | +32.1% | -28.1% | -3.0% |
| 6M | +1.6% | +62.2% | -60.7% | -10.5% |
| YTD | +19.7% | +16.4% | +3.3% | +13.1% |
| 1Y | +21.4% | -0.3% | +21.7% | +18.5% |
| 3Y | +29.7% | +36.0% | -6.4% | +15.4% |
| 5Y | +153.9% | +125.2% | +28.7% | +97.5% |
| 10Y | +10.8% | +237.7% | -226.9% | -24.9% |
| All | +1,202.2% | +3,357.9% | -2,155.7% | +828.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling