-2.2%
TXT vs HRB
-8.2%
+6.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | -0.2% | -12.2% | +12.0% | -0.8% |
| 30D | -10.2% | -3.0% | -7.3% | -10.2% |
| 3M | -13.3% | +21.7% | -35.0% | -12.3% |
| 6M | -14.4% | +52.3% | -66.7% | -12.5% |
| YTD | -9.1% | +6.5% | -15.6% | -5.3% |
| 1Y | -2.2% | -6.7% | +4.5% | +1.3% |
| All | -2.2% | -8.2% | +6.1% | +1.3% |
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 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