+52.2%
TEM vs HRB
-2.9%
+55.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.6% | -3.0% | -4.5% |
| 7D | -1.1% | -10.6% | +9.5% | +0.3% |
| 30D | +11.3% | -0.8% | +12.1% | +11.5% |
| 3M | +25.5% | +19.1% | +6.5% | +22.2% |
| 6M | +17.1% | +48.7% | -31.6% | +9.4% |
| YTD | +3.8% | +7.1% | -3.3% | +6.4% |
| 1Y | -24.4% | -8.3% | -16.0% | -18.5% |
| All | +52.2% | -2.9% | +55.2% | +84.5% |
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 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