+405.4%
TXG vs HRB
+16.9%
+388.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.4% | -1.0% | +4.3% |
| 7D | -19.3% | +16.0% | -35.3% | -16.8% |
| 30D | -30.9% | +32.1% | -63.0% | -27.4% |
| 3M | +41.1% | +21.5% | +19.6% | +47.4% |
| 6M | +211.9% | +82.1% | +129.8% | +238.5% |
| YTD | +314.0% | +31.6% | +282.4% | +244.6% |
| 1Y | +405.4% | +15.9% | +389.5% | +252.2% |
| All | +405.4% | +16.9% | +388.5% | +252.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling