+59.7%
TEM vs HRB
-1.3%
+61.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.5% | +6.0% | +0.3% |
| 7D | +3.2% | -9.1% | +12.3% | +4.4% |
| 30D | +23.5% | +0.3% | +23.3% | +23.6% |
| 3M | +32.3% | +23.4% | +8.9% | +28.1% |
| 6M | +23.0% | +45.1% | -22.1% | +16.1% |
| YTD | +8.9% | +8.9% | 0.0% | +11.4% |
| 1Y | -19.9% | -7.9% | -11.9% | -13.5% |
| All | +59.7% | -1.3% | +61.0% | +93.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling