-39.0%
TROW vs HRB
+114.1%
-153.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -3.2% | -8.0% | +4.9% | -1.5% |
| 30D | -4.6% | -16.0% | +11.4% | -1.2% |
| 3M | -0.7% | +26.9% | -27.5% | -6.8% |
| 6M | +22.2% | +51.1% | -28.9% | +8.6% |
| YTD | +6.6% | +7.1% | -0.4% | +4.3% |
| 1Y | +5.8% | -9.6% | +15.4% | +8.3% |
| 3Y | +11.6% | +25.4% | -13.8% | +1.0% |
| All | -39.0% | +114.1% | -153.0% | -49.7% |
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