-9.8%
TRI vs HRB
+114.1%
-123.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.6% |
| 7D | -7.9% | -8.0% | +0.1% | -5.8% |
| 30D | -4.5% | -16.0% | +11.5% | 0.0% |
| 3M | +22.1% | +26.9% | -4.8% | +15.3% |
| 6M | -2.8% | +51.1% | -53.9% | -11.7% |
| YTD | -23.4% | +7.1% | -30.5% | -26.2% |
| 1Y | -41.5% | -9.6% | -31.9% | -42.3% |
| 3Y | -19.2% | +25.4% | -44.6% | -24.6% |
| All | -9.8% | +114.1% | -123.9% | -19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling