+425.2%
TXG vs HRB
-6.2%
+431.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.5% | +2.8% | +3.4% |
| 7D | +9.5% | -8.0% | +17.5% | +8.2% |
| 30D | +18.8% | -16.0% | +34.7% | +15.8% |
| 3M | +136.1% | +26.9% | +109.2% | +144.9% |
| 6M | +235.2% | +51.1% | +184.1% | +255.7% |
| YTD | +320.5% | +7.1% | +313.5% | +233.9% |
| 1Y | +425.2% | -9.6% | +434.8% | +229.9% |
| All | +425.2% | -6.2% | +431.4% | +229.9% |
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