+16.0%
TFC vs HRB
-6.2%
+22.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | +0.1% |
| 7D | -2.4% | -8.0% | +5.6% | -2.1% |
| 30D | -3.4% | -16.0% | +12.6% | -2.7% |
| 3M | +0.4% | +26.9% | -26.4% | -0.3% |
| 6M | +12.7% | +51.1% | -38.4% | +11.6% |
| YTD | +5.6% | +7.1% | -1.5% | +6.5% |
| 1Y | +16.0% | -9.6% | +25.6% | +17.3% |
| All | +16.0% | -6.2% | +22.2% | +17.3% |
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