+267.0%
RTX vs HRB
+226.2%
+40.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.3% |
| 7D | +3.4% | -7.8% | +11.2% | +5.6% |
| 30D | +8.4% | +15.7% | -7.4% | +4.0% |
| 3M | -10.7% | -5.5% | -5.1% | -9.8% |
| 6M | +11.7% | +41.1% | -29.4% | 0.0% |
| YTD | +9.3% | +20.4% | -11.0% | +1.1% |
| 1Y | +13.3% | +15.2% | -2.0% | +6.0% |
| 3Y | +156.1% | +24.3% | +131.8% | +126.1% |
| 5Y | +148.5% | +144.7% | +3.8% | +65.4% |
| All | +267.0% | +226.2% | +40.8% | +105.1% |
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