+14.5%
TFC vs HRB
+104.8%
-90.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.5% |
| 7D | -1.3% | -10.6% | +9.3% | +0.9% |
| 30D | -2.3% | -0.8% | -1.5% | -2.6% |
| 3M | +2.5% | +19.1% | -16.6% | -1.9% |
| 6M | +9.5% | +48.7% | -39.2% | -1.0% |
| YTD | +5.1% | +7.1% | -2.0% | +3.1% |
| 1Y | +15.5% | -8.3% | +23.8% | +17.9% |
| 3Y | +95.2% | +25.8% | +69.3% | +77.7% |
| 5Y | +14.5% | +111.1% | -96.6% | -7.3% |
| All | +14.5% | +104.8% | -90.4% | -7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling