+20,639.1%
TXN vs HRB
+3,081.6%
+17,557.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.7% | +1.5% |
| 7D | +2.7% | -10.6% | +13.3% | +5.8% |
| 30D | -6.7% | -0.8% | -5.9% | -7.3% |
| 3M | -8.9% | +19.1% | -28.0% | -15.0% |
| 6M | +34.7% | +48.7% | -14.0% | +15.6% |
| YTD | +53.3% | +7.1% | +46.2% | +43.9% |
| 1Y | +45.0% | -8.3% | +53.4% | +42.1% |
| 3Y | +73.1% | +25.8% | +47.3% | +50.4% |
| 5Y | +59.9% | +111.1% | -51.2% | +14.9% |
| 10Y | +415.7% | +206.6% | +209.1% | +199.0% |
| All | +20,639.1% | +3,081.6% | +17,557.5% | +3,581.5% |
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