+211.0%
RSP vs HRB
+221.6%
-10.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.5% |
| 7D | +2.4% | -5.1% | +7.5% | +3.5% |
| 30D | +4.3% | +8.7% | -4.4% | +2.1% |
| 3M | -0.3% | -5.4% | +5.1% | +0.5% |
| 6M | +9.8% | +41.6% | -31.7% | -0.1% |
| YTD | +16.8% | +18.7% | -1.8% | +9.9% |
| 1Y | +19.5% | +16.4% | +3.1% | +12.8% |
| 3Y | +65.1% | +22.0% | +43.2% | +50.5% |
| 5Y | +48.7% | +141.2% | -92.5% | +9.2% |
| All | +211.0% | +221.6% | -10.6% | +99.8% |
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