+357.0%
TPR vs HRB
+226.2%
+130.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -1.1% | -7.8% | +6.6% | +1.5% |
| 30D | +15.1% | +15.7% | -0.6% | +9.4% |
| 3M | -13.4% | -5.5% | -7.9% | -12.1% |
| 6M | +1.4% | +41.1% | -39.8% | -11.7% |
| YTD | +4.8% | +20.4% | -15.6% | -5.6% |
| 1Y | +29.2% | +15.2% | +14.0% | +18.4% |
| 3Y | +403.7% | +24.3% | +379.4% | +324.7% |
| 5Y | +230.8% | +144.7% | +86.1% | +92.6% |
| All | +357.0% | +226.2% | +130.8% | +110.8% |
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 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