+43.4%
XRT vs HRB
+28.7%
+14.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.5% | +4.3% | -1.3% |
| 7D | -0.3% | -9.1% | +8.8% | +0.9% |
| 30D | -5.6% | +0.3% | -5.9% | -5.9% |
| 3M | +2.5% | +23.4% | -20.8% | -0.8% |
| 6M | +3.7% | +45.1% | -41.5% | -2.3% |
| YTD | +1.0% | +8.9% | -7.9% | +1.2% |
| 1Y | -1.2% | -7.9% | +6.7% | +2.7% |
| 3Y | +43.4% | +27.9% | +15.4% | +31.2% |
| All | +43.4% | +28.7% | +14.7% | +31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling