0.0%
TFC vs HRB
+141.1%
-141.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.2% | -8.1% | +6.9% | +0.4% |
| 30D | +7.8% | +15.0% | -7.3% | +4.7% |
| 3M | -3.0% | +10.2% | -13.2% | -5.4% |
| 6M | +5.8% | +44.2% | -38.4% | -2.8% |
| YTD | +5.3% | +21.0% | -15.7% | +0.7% |
| 1Y | +15.7% | +12.0% | +3.7% | +12.9% |
| 3Y | +94.8% | +24.9% | +69.9% | +79.6% |
| 5Y | 0.0% | +144.6% | -144.6% | -23.4% |
| All | 0.0% | +141.1% | -141.0% | -23.4% |
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