+14,057.2%
TROW vs HRB
+3,081.6%
+10,975.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -0.9% |
| 7D | -1.5% | -10.6% | +9.1% | +2.6% |
| 30D | -5.3% | -0.8% | -4.5% | -6.0% |
| 3M | +2.9% | +19.1% | -16.1% | -5.3% |
| 6M | +22.2% | +48.7% | -26.5% | +0.9% |
| YTD | +8.1% | +7.1% | +1.0% | +0.8% |
| 1Y | +5.8% | -8.3% | +14.1% | +4.4% |
| 3Y | +14.0% | +25.8% | -11.8% | -3.3% |
| 5Y | -38.3% | +111.1% | -149.4% | -58.9% |
| 10Y | +131.7% | +206.6% | -74.9% | +18.2% |
| All | +14,057.2% | +3,081.6% | +10,975.6% | +2,294.1% |
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