+303.8%
TD vs HRB
+209.1%
+94.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.6% |
| 7D | -0.5% | -8.0% | +7.5% | +1.1% |
| 30D | -1.9% | -16.0% | +14.1% | +1.4% |
| 3M | +4.8% | +26.9% | -22.1% | -1.1% |
| 6M | +28.0% | +51.1% | -23.1% | +15.0% |
| YTD | +30.3% | +7.1% | +23.2% | +26.2% |
| 1Y | +59.8% | -9.6% | +69.4% | +60.7% |
| 3Y | +124.7% | +25.4% | +99.3% | +104.2% |
| 5Y | +127.0% | +114.9% | +12.0% | +75.3% |
| All | +303.8% | +209.1% | +94.7% | +164.3% |
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