+152.8%
RTX vs HRB
+28.7%
+124.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.5% | +5.5% | -0.7% |
| 7D | -3.1% | -9.1% | +6.0% | -2.7% |
| 30D | -10.6% | +0.3% | -10.8% | -10.6% |
| 3M | +11.6% | +23.4% | -11.7% | +10.3% |
| 6M | -4.5% | +45.1% | -49.6% | -6.4% |
| YTD | +9.6% | +8.9% | +0.7% | +10.2% |
| 1Y | +30.8% | -7.9% | +38.7% | +33.8% |
| 3Y | +152.8% | +27.9% | +124.9% | +146.2% |
| All | +152.8% | +28.7% | +124.1% | +146.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling