+494.4%
TEAM vs HRB
+209.1%
+285.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | 0.0% |
| 7D | -5.2% | -8.0% | +2.8% | -3.6% |
| 30D | +15.8% | -16.0% | +31.7% | +19.8% |
| 3M | +101.5% | +26.9% | +74.6% | +92.9% |
| 6M | +138.2% | +51.1% | +87.0% | +121.1% |
| YTD | +10.8% | +7.1% | +3.8% | +8.3% |
| 1Y | +1.7% | -9.6% | +11.3% | +1.6% |
| 3Y | -16.0% | +25.4% | -41.4% | -20.7% |
| 5Y | -52.7% | +114.9% | -167.6% | -57.9% |
| All | +494.4% | +209.1% | +285.3% | +374.9% |
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