+2,223.8%
TXT vs HRB
+3,493.2%
-1,269.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -0.8% | -8.1% | +7.3% | +1.9% |
| 30D | +13.4% | +15.0% | -1.6% | +8.0% |
| 3M | -2.5% | +10.2% | -12.8% | -6.7% |
| 6M | -6.2% | +44.2% | -50.4% | -18.9% |
| YTD | -1.3% | +21.0% | -22.3% | -11.6% |
| 1Y | +4.3% | +12.0% | -7.7% | -4.2% |
| 3Y | +13.2% | +24.9% | -11.7% | -2.3% |
| 5Y | +12.4% | +144.6% | -132.2% | -25.9% |
| 10Y | +94.8% | +229.4% | -134.6% | +8.8% |
| All | +2,223.8% | +3,493.2% | -1,269.4% | +537.8% |
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