+42.9%
TXG vs HRB
+25.9%
+17.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.5% | +2.8% | +3.3% |
| 7D | +9.5% | -8.0% | +17.5% | +9.9% |
| 30D | +18.8% | -16.0% | +34.7% | +19.7% |
| 3M | +136.1% | +26.9% | +109.2% | +129.9% |
| 6M | +235.2% | +51.1% | +184.1% | +218.1% |
| YTD | +320.5% | +7.1% | +313.5% | +316.9% |
| 1Y | +425.2% | -9.6% | +434.8% | +436.4% |
| 3Y | +42.9% | +25.4% | +17.5% | +30.6% |
| All | +42.9% | +25.9% | +17.0% | +30.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling