+6,432.7%
TRV vs HRB
+3,081.6%
+3,351.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +2.0% | +0.7% |
| 7D | +0.2% | -10.6% | +10.8% | +3.1% |
| 30D | -2.3% | -0.8% | -1.5% | -2.7% |
| 3M | +22.7% | +19.1% | +3.6% | +16.2% |
| 6M | +21.9% | +48.7% | -26.8% | +7.7% |
| YTD | +27.5% | +7.1% | +20.4% | +21.9% |
| 1Y | +36.2% | -8.3% | +44.6% | +35.5% |
| 3Y | +140.6% | +25.8% | +114.8% | +115.8% |
| 5Y | +154.5% | +111.1% | +43.4% | +92.9% |
| 10Y | +295.4% | +206.6% | +88.8% | +152.7% |
| All | +6,432.7% | +3,081.6% | +3,351.1% | +2,006.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling