+140.0%
TRV vs HRB
+25.2%
+114.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | -1.5% | -12.2% | +10.7% | -0.1% |
| 30D | -1.8% | -3.0% | +1.2% | -1.7% |
| 3M | +21.6% | +21.7% | -0.1% | +18.4% |
| 6M | +22.5% | +52.3% | -29.9% | +16.0% |
| YTD | +28.1% | +6.5% | +21.7% | +29.0% |
| 1Y | +37.0% | -6.7% | +43.7% | +41.4% |
| All | +140.0% | +25.2% | +114.8% | +137.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling