-24.8%
TEM vs HRB
-8.2%
-16.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.6% | -4.1% |
| 7D | -9.2% | -12.2% | +3.0% | -9.0% |
| 30D | +5.5% | -3.0% | +8.4% | +6.0% |
| 3M | +18.7% | +21.7% | -3.0% | +19.1% |
| 6M | +15.4% | +52.3% | -36.9% | +15.5% |
| YTD | -0.5% | +6.5% | -7.0% | -0.6% |
| 1Y | -24.8% | -6.7% | -18.2% | -25.4% |
| All | -24.8% | -8.2% | -16.6% | -25.4% |
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