+311.2%
TPR vs HRB
+213.0%
+98.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.5% | +2.7% | -1.6% |
| 7D | -3.4% | -9.1% | +5.7% | -0.4% |
| 30D | -27.3% | +0.3% | -27.6% | -28.0% |
| 3M | -16.2% | +23.4% | -39.6% | -23.2% |
| 6M | -17.9% | +45.1% | -63.0% | -31.0% |
| YTD | -7.1% | +8.9% | -16.0% | -13.2% |
| 1Y | +13.6% | -7.9% | +21.5% | +13.1% |
| 3Y | +293.7% | +27.9% | +265.8% | +223.5% |
| 5Y | +239.1% | +108.3% | +130.8% | +111.0% |
| 10Y | +311.2% | +208.4% | +102.7% | +91.2% |
| All | +311.2% | +213.0% | +98.2% | +91.2% |
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