-18.3%
TOST vs HRB
-5.9%
-12.4%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.5% | +4.5% | -0.1% |
| 7D | -0.9% | -9.1% | +8.2% | +1.8% |
| 30D | -3.5% | +0.3% | -3.7% | -4.4% |
| 3M | +38.1% | +23.4% | +14.7% | +26.8% |
| 6M | +9.9% | +45.1% | -35.2% | -4.5% |
| YTD | -6.3% | +8.9% | -15.1% | -15.1% |
| 1Y | -18.3% | -7.9% | -10.4% | -24.8% |
| All | -18.3% | -5.9% | -12.4% | -24.8% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling