+1,142.9%
RSP vs HRB
+483.9%
+659.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | +0.7% | -4.0% | +4.8% | +1.9% |
| 30D | +3.7% | +15.8% | -12.1% | -0.9% |
| 3M | +0.7% | +12.0% | -11.4% | -3.6% |
| 6M | +9.0% | +40.7% | -31.7% | -3.0% |
| YTD | +16.7% | +21.0% | -4.3% | +6.6% |
| 1Y | +19.0% | +11.7% | +7.3% | +11.3% |
| 3Y | +64.7% | +25.0% | +39.8% | +45.1% |
| 5Y | +49.6% | +141.0% | -91.4% | +3.6% |
| 10Y | +213.2% | +241.3% | -28.1% | +74.9% |
| All | +1,142.9% | +483.9% | +659.1% | +378.3% |
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