-53.1%
TEAM vs HRB
+104.8%
-157.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.4% | +1.3% |
| 7D | -4.7% | -10.6% | +5.9% | -1.0% |
| 30D | +17.0% | -0.8% | +17.9% | +16.8% |
| 3M | +85.9% | +19.1% | +66.8% | +75.7% |
| 6M | +116.7% | +48.7% | +67.9% | +91.5% |
| YTD | +9.6% | +7.1% | +2.5% | +5.2% |
| 1Y | -2.5% | -8.3% | +5.8% | -3.2% |
| 3Y | -14.0% | +25.8% | -39.8% | -24.4% |
| 5Y | -53.1% | +111.1% | -164.2% | -63.6% |
| All | -53.1% | +104.8% | -157.9% | -63.6% |
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