+12,759.1%
TDG vs HRB
+328.8%
+12,430.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -1.2% |
| 7D | -2.4% | -10.6% | +8.2% | +1.1% |
| 30D | -8.0% | -0.8% | -7.2% | -8.5% |
| 3M | -10.5% | +19.1% | -29.5% | -16.7% |
| 6M | -11.9% | +48.7% | -60.6% | -25.2% |
| YTD | -15.4% | +7.1% | -22.5% | -20.1% |
| 1Y | -14.2% | -8.3% | -5.9% | -14.9% |
| 3Y | +51.0% | +25.8% | +25.2% | +30.5% |
| 5Y | +126.5% | +111.1% | +15.4% | +58.1% |
| 10Y | +535.6% | +206.6% | +329.0% | +258.5% |
| All | +12,759.1% | +328.8% | +12,430.3% | +5,490.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling