+208.9%
XHB vs HRB
+209.1%
-0.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.5% |
| 7D | -4.6% | -8.0% | +3.4% | -2.5% |
| 30D | -9.1% | -16.0% | +6.8% | -4.9% |
| 3M | -8.6% | +26.9% | -35.4% | -15.6% |
| 6M | -4.0% | +51.1% | -55.1% | -17.3% |
| YTD | -3.9% | +7.1% | -11.0% | -8.2% |
| 1Y | -16.5% | -9.6% | -6.9% | -15.9% |
| 3Y | +22.6% | +25.4% | -2.8% | +7.7% |
| 5Y | +33.9% | +114.9% | -81.0% | -4.7% |
| All | +208.9% | +209.1% | -0.3% | +79.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling