+162.9%
RTX vs HRB
+104.8%
+58.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.4% |
| 7D | -1.6% | -10.6% | +9.0% | -0.3% |
| 30D | -11.6% | -0.8% | -10.7% | -11.7% |
| 3M | +9.2% | +19.1% | -9.9% | +6.2% |
| 6M | -4.4% | +48.7% | -53.1% | -10.3% |
| YTD | +8.9% | +7.1% | +1.8% | +7.9% |
| 1Y | +32.1% | -8.3% | +40.4% | +34.5% |
| 3Y | +151.2% | +25.8% | +125.4% | +132.9% |
| 5Y | +162.9% | +111.1% | +51.8% | +115.6% |
| All | +162.9% | +104.8% | +58.1% | +115.6% |
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