+96.7%
TFC vs HRB
+28.7%
+68.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.5% | +4.3% | -1.2% |
| 7D | +2.2% | -9.1% | +11.3% | +3.6% |
| 30D | -2.5% | +0.3% | -2.7% | -2.8% |
| 3M | +4.5% | +23.4% | -18.8% | +0.7% |
| 6M | +11.0% | +45.1% | -34.2% | +3.9% |
| YTD | +5.9% | +8.9% | -3.0% | +6.0% |
| 1Y | +14.6% | -7.9% | +22.5% | +19.6% |
| 3Y | +96.7% | +27.9% | +68.8% | +72.5% |
| All | +96.7% | +28.7% | +68.0% | +72.5% |
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