+46.6%
TEM vs HRB
-3.0%
+49.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.4% |
| 7D | -8.7% | -8.0% | -0.7% | -7.7% |
| 30D | +8.1% | -16.0% | +24.0% | +10.3% |
| 3M | +19.0% | +26.9% | -7.9% | +14.7% |
| 6M | +12.0% | +51.1% | -39.1% | +4.1% |
| YTD | -0.1% | +7.1% | -7.1% | +2.4% |
| 1Y | -33.5% | -9.6% | -23.9% | -28.0% |
| All | +46.6% | -3.0% | +49.6% | +77.6% |
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 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