-64.0%
TXG vs HRB
+109.9%
-173.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | +5.0% | -12.2% | +17.2% | +7.3% |
| 30D | +13.5% | -3.0% | +16.5% | +13.5% |
| 3M | +128.0% | +21.7% | +106.3% | +116.3% |
| 6M | +224.4% | +52.3% | +172.1% | +188.7% |
| YTD | +307.0% | +6.5% | +300.5% | +296.8% |
| 1Y | +427.2% | -6.7% | +433.9% | +428.7% |
| 3Y | +40.2% | +25.1% | +15.0% | +22.9% |
| 5Y | -64.0% | +113.8% | -177.8% | -71.3% |
| All | -64.0% | +109.9% | -173.9% | -71.3% |
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