+209.8%
RSP vs HRB
+205.6%
+4.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.7% | -0.6% |
| 7D | -1.8% | -10.6% | +8.8% | +0.7% |
| 30D | -2.5% | -0.8% | -1.7% | -2.8% |
| 3M | +3.0% | +19.1% | -16.1% | -2.0% |
| 6M | +8.9% | +48.7% | -39.8% | -2.9% |
| YTD | +13.0% | +7.1% | +5.9% | +9.1% |
| 1Y | +16.2% | -8.3% | +24.6% | +16.6% |
| 3Y | +52.7% | +25.8% | +26.9% | +37.4% |
| 5Y | +50.5% | +111.1% | -60.6% | +14.3% |
| 10Y | +209.8% | +206.6% | +3.3% | +96.9% |
| All | +209.8% | +205.6% | +4.2% | +96.9% |
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 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