+996.8%
THC vs HRB
+210.7%
+786.1%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.5% | +4.2% | +0.3% |
| 7D | -2.6% | -9.1% | +6.5% | +1.1% |
| 30D | -1.2% | +0.3% | -1.4% | -2.0% |
| 3M | +58.9% | +23.4% | +35.5% | +44.4% |
| 6M | +9.3% | +45.1% | -35.8% | -9.2% |
| YTD | +30.4% | +8.9% | +21.5% | +21.5% |
| 1Y | +34.6% | -7.9% | +42.5% | +34.9% |
| 3Y | +246.7% | +27.9% | +218.7% | +185.6% |
| 5Y | +244.5% | +108.3% | +136.2% | +110.1% |
| All | +996.8% | +210.7% | +786.1% | +341.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling