+30.0%
XHB vs HRB
+140.6%
-110.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.2% | +1.0% |
| 7D | -0.2% | -5.1% | +4.9% | +0.7% |
| 30D | +9.9% | +8.7% | +1.3% | +8.4% |
| 3M | -6.3% | -5.4% | -0.9% | -5.6% |
| 6M | +3.8% | +41.6% | -37.7% | -3.4% |
| YTD | +0.1% | +18.7% | -18.5% | -2.7% |
| 1Y | -0.8% | +16.4% | -17.3% | -3.2% |
| 3Y | +35.6% | +22.0% | +13.6% | +26.5% |
| All | +30.0% | +140.6% | -110.6% | +0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling