+5.5%
TXT vs HRB
+25.9%
-20.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.1% | +0.6% |
| 7D | +0.8% | -10.6% | +11.4% | +1.7% |
| 30D | -10.4% | -0.8% | -9.6% | -10.5% |
| 3M | -14.3% | +19.1% | -33.4% | -16.1% |
| 6M | -15.1% | +48.7% | -63.8% | -19.2% |
| YTD | -8.3% | +7.1% | -15.4% | -6.6% |
| 1Y | -0.7% | -8.3% | +7.6% | +4.6% |
| All | +5.5% | +25.9% | -20.5% | +0.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling