+24.4%
TXG vs HRB
+146.5%
-122.1%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -6.5% | +11.2% | +5.6% |
| 7D | +9.4% | -9.1% | +18.4% | +10.8% |
| 30D | +26.1% | +0.3% | +25.8% | +25.5% |
| 3M | +124.8% | +23.4% | +101.4% | +115.6% |
| 6M | +215.2% | +45.1% | +170.1% | +191.7% |
| YTD | +302.2% | +8.9% | +293.3% | +291.1% |
| 1Y | +370.9% | -7.9% | +378.8% | +370.4% |
| 3Y | +38.5% | +27.9% | +10.6% | +28.3% |
| 5Y | -64.4% | +108.3% | -172.7% | -69.0% |
| All | +24.4% | +146.5% | -122.1% | +4.1% |
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