+99.7%
TXN vs HRB
+16.9%
+82.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.7% | +0.6% |
| 7D | +1.0% | +16.0% | -15.0% | +4.2% |
| 30D | +6.1% | +32.1% | -25.9% | +12.6% |
| 3M | +10.4% | +21.5% | -11.1% | +15.8% |
| 6M | +12.6% | +82.1% | -69.5% | +27.1% |
| YTD | +83.5% | +31.6% | +51.8% | +110.1% |
| 1Y | +99.7% | +15.9% | +83.8% | +137.8% |
| All | +99.7% | +16.9% | +82.8% | +137.8% |
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