+2,179.7%
TXT vs HRB
+3,475.6%
-1,295.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.7% |
| 7D | -1.1% | -7.8% | +6.7% | +1.5% |
| 30D | +13.3% | +15.7% | -2.5% | +7.7% |
| 3M | -5.1% | -5.5% | +0.4% | -4.0% |
| 6M | -7.1% | +41.1% | -48.3% | -19.1% |
| YTD | -3.2% | +20.4% | -23.6% | -13.2% |
| 1Y | +2.3% | +15.2% | -12.9% | -7.0% |
| 3Y | +11.1% | +24.3% | -13.2% | -4.0% |
| 5Y | +10.0% | +144.7% | -134.7% | -27.5% |
| 10Y | +91.1% | +227.8% | -136.7% | +6.9% |
| All | +2,179.7% | +3,475.6% | -1,295.9% | +526.8% |
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 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