+48.7%
RSP vs HRB
+142.1%
-93.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.2% | +5.5% | +2.7% |
| 7D | +0.4% | -2.4% | +2.9% | +0.8% |
| 30D | +3.7% | +15.7% | -12.0% | +1.4% |
| 3M | +0.8% | +11.4% | -10.6% | -1.3% |
| 6M | +9.1% | +40.7% | -31.6% | +2.8% |
| YTD | +16.7% | +21.0% | -4.2% | +13.1% |
| 1Y | +19.7% | +7.2% | +12.4% | +18.8% |
| 3Y | +66.7% | +29.2% | +37.6% | +55.3% |
| 5Y | +48.7% | +142.3% | -93.6% | +21.0% |
| All | +48.7% | +142.1% | -93.5% | +21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling