+269.0%
RTX vs HRB
+243.1%
+25.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.4% | -8.1% | +9.5% | +3.7% |
| 30D | +7.8% | +15.0% | -7.2% | +3.6% |
| 3M | -9.8% | +10.2% | -20.0% | -13.0% |
| 6M | +13.5% | +44.2% | -30.7% | +1.0% |
| YTD | +10.9% | +21.0% | -10.0% | +2.5% |
| 1Y | +14.0% | +12.0% | +2.0% | +7.7% |
| 3Y | +159.9% | +24.9% | +135.0% | +129.2% |
| 5Y | +151.7% | +144.6% | +7.1% | +67.8% |
| 10Y | +269.0% | +229.4% | +39.6% | +105.8% |
| All | +269.0% | +243.1% | +25.9% | +105.8% |
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