+95.1%
TFC vs HRB
+24.9%
+70.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.2% | -8.1% | +6.9% | 0.0% |
| 30D | +7.8% | +15.0% | -7.3% | +5.6% |
| 3M | -3.0% | +10.2% | -13.2% | -4.6% |
| 6M | +5.8% | +44.2% | -38.4% | -0.3% |
| YTD | +5.3% | +21.0% | -15.7% | +3.9% |
| 1Y | +15.7% | +12.0% | +3.7% | +16.3% |
| All | +95.1% | +24.9% | +70.1% | +75.2% |
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