+6,175.2%
TGT vs HRB
+3,134.5%
+3,040.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.5% | +5.4% | +0.5% |
| 7D | -0.6% | -9.1% | +8.4% | +1.6% |
| 30D | +9.5% | +0.3% | +9.3% | +9.0% |
| 3M | +32.3% | +23.4% | +8.9% | +24.9% |
| 6M | +37.0% | +45.1% | -8.1% | +22.6% |
| YTD | +71.0% | +8.9% | +62.2% | +63.4% |
| 1Y | +85.0% | -7.9% | +92.9% | +84.0% |
| 3Y | +46.8% | +27.9% | +18.9% | +31.4% |
| 5Y | -22.7% | +108.3% | -131.1% | -40.1% |
| 10Y | +216.3% | +208.4% | +7.8% | +103.0% |
| All | +6,175.2% | +3,134.5% | +3,040.8% | +1,605.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling