+101.4%
TD vs HRB
+140.6%
-39.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.1% |
| 7D | +1.1% | -5.1% | +6.2% | +1.7% |
| 30D | +5.2% | +8.7% | -3.5% | +4.2% |
| 3M | +1.2% | -5.4% | +6.6% | +1.7% |
| 6M | +17.7% | +41.6% | -23.8% | +12.1% |
| YTD | +34.2% | +18.7% | +15.6% | +31.4% |
| 1Y | +55.4% | +16.4% | +39.0% | +52.6% |
| 3Y | +130.4% | +22.0% | +108.4% | +119.6% |
| All | +101.4% | +140.6% | -39.2% | +69.2% |
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 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