-81.9%
TMF vs HRB
+226.2%
-308.1%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.5% |
| 7D | -8.2% | -7.8% | -0.4% | -8.9% |
| 30D | +5.3% | +15.7% | -10.4% | +6.9% |
| 3M | -8.5% | -5.5% | -3.0% | -9.1% |
| 6M | -17.2% | +41.1% | -58.3% | -13.6% |
| YTD | -23.4% | +20.4% | -43.8% | -21.2% |
| 1Y | -30.2% | +15.2% | -45.5% | -28.5% |
| 3Y | -32.9% | +24.3% | -57.3% | -29.5% |
| 5Y | -88.5% | +144.7% | -233.2% | -85.9% |
| All | -81.9% | +226.2% | -308.1% | -73.3% |
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 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