-35.3%
TSLL vs HRB
+36.4%
-71.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | -4.0% | -7.9% | -11.4% |
| 7D | +1.9% | -5.7% | +7.6% | +2.6% |
| 30D | +17.8% | +7.9% | +9.9% | +16.7% |
| 3M | -37.0% | +32.1% | -69.1% | -39.9% |
| 6M | -37.7% | +62.2% | -99.9% | -44.4% |
| YTD | -51.4% | +16.4% | -67.8% | -51.9% |
| 1Y | -23.4% | -0.3% | -23.1% | -21.0% |
| All | -35.3% | +36.4% | -71.7% | -37.3% |
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