+77.9%
TEM vs HRB
+7.5%
+70.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.4% | -4.2% | -5.6% |
| 7D | -5.9% | -5.1% | -0.8% | -5.5% |
| 30D | +4.8% | +8.7% | -3.9% | +3.5% |
| 3M | +31.9% | -5.4% | +37.3% | +32.5% |
| 6M | +56.0% | +41.6% | +14.4% | +47.8% |
| YTD | +21.3% | +18.7% | +2.6% | +22.6% |
| 1Y | +5.4% | +16.4% | -11.1% | +7.1% |
| All | +77.9% | +7.5% | +70.4% | +112.5% |
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