+10,239.8%
RTX vs HRB
+3,493.9%
+6,745.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -1.7% | -4.0% | +2.3% | -0.8% |
| 30D | +7.7% | +15.8% | -8.1% | +3.3% |
| 3M | -10.3% | +12.0% | -22.4% | -13.9% |
| 6M | +14.6% | +40.7% | -26.2% | +2.9% |
| YTD | +10.4% | +21.0% | -10.6% | +1.5% |
| 1Y | +13.5% | +11.7% | +1.9% | +6.5% |
| 3Y | +158.6% | +25.0% | +133.6% | +129.6% |
| 5Y | +147.3% | +141.0% | +6.2% | +76.9% |
| 10Y | +268.7% | +241.3% | +27.4% | +124.6% |
| All | +10,239.8% | +3,493.9% | +6,745.9% | +2,642.0% |
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