-17.0%
TEAM vs HRB
+25.9%
-42.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.4% | +1.3% |
| 7D | -4.7% | -10.6% | +5.9% | -0.8% |
| 30D | +17.0% | -0.8% | +17.9% | +16.8% |
| 3M | +85.9% | +19.1% | +66.8% | +75.3% |
| 6M | +116.7% | +48.7% | +67.9% | +92.1% |
| YTD | +9.6% | +7.1% | +2.5% | +3.0% |
| 1Y | -2.5% | -8.3% | +5.8% | -6.5% |
| All | -17.0% | +25.9% | -42.9% | -30.9% |
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 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