+581.7%
TLN vs HRB
+82.3%
+499.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -4.0% | +7.7% | +3.3% |
| 7D | +7.1% | -5.7% | +12.7% | +6.3% |
| 30D | -3.9% | +7.9% | -11.8% | -2.8% |
| 3M | -16.2% | +32.1% | -48.3% | -12.7% |
| 6M | -5.8% | +62.2% | -68.1% | +0.2% |
| YTD | -15.4% | +16.4% | -31.8% | -10.9% |
| 1Y | -16.7% | -0.3% | -16.4% | -12.6% |
| 3Y | +473.8% | +36.0% | +437.7% | +481.0% |
| All | +581.7% | +82.3% | +499.4% | +596.3% |
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