-10.5%
TEM vs HRB
+16.9%
-27.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.4% | -7.2% | -2.6% |
| 7D | -1.3% | +16.0% | -17.4% | -0.7% |
| 30D | -9.5% | +32.1% | -41.6% | -8.8% |
| 3M | +60.7% | +21.5% | +39.2% | +63.0% |
| 6M | +35.5% | +82.1% | -46.6% | +39.4% |
| YTD | +28.0% | +31.6% | -3.6% | +22.1% |
| 1Y | -10.5% | +15.9% | -26.4% | -18.5% |
| All | -10.5% | +16.9% | -27.4% | -18.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling