+2,037.5%
TXT vs HRB
+3,357.9%
-1,320.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | +0.9% |
| 7D | -4.8% | -5.7% | +0.9% | -2.9% |
| 30D | -10.6% | +7.9% | -18.5% | -13.4% |
| 3M | -13.2% | +32.1% | -45.3% | -22.1% |
| 6M | -20.3% | +62.2% | -82.6% | -34.6% |
| YTD | -9.3% | +16.4% | -25.7% | -17.3% |
| 1Y | -2.7% | -0.3% | -2.4% | -6.8% |
| 3Y | +1.4% | +36.0% | -34.7% | -14.9% |
| 5Y | +9.6% | +125.2% | -115.7% | -25.4% |
| 10Y | +94.9% | +237.7% | -142.8% | +8.4% |
| All | +2,037.5% | +3,357.9% | -1,320.4% | +497.2% |
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