+10,266.7%
RTX vs HRB
+3,357.9%
+6,908.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.3% | +0.4% |
| 7D | -5.2% | -5.7% | +0.5% | -3.7% |
| 30D | -9.4% | +7.9% | -17.3% | -11.7% |
| 3M | +12.3% | +32.1% | -19.8% | +3.2% |
| 6M | -3.1% | +62.2% | -65.4% | -17.0% |
| YTD | +10.7% | +16.4% | -5.7% | +3.2% |
| 1Y | +28.4% | -0.3% | +28.7% | +24.5% |
| 3Y | +147.1% | +36.0% | +111.0% | +114.3% |
| 5Y | +167.2% | +125.2% | +42.0% | +95.2% |
| 10Y | +274.7% | +237.7% | +37.1% | +129.6% |
| All | +10,266.7% | +3,357.9% | +6,908.8% | +2,688.2% |
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 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