+734.7%
TT vs HRB
+252.0%
+482.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | +0.1% |
| 7D | +0.8% | -4.0% | +4.9% | +1.5% |
| 30D | -11.8% | +15.8% | -27.5% | -14.6% |
| 3M | -11.6% | +12.0% | -23.6% | -14.4% |
| 6M | -9.3% | +40.7% | -50.1% | -17.0% |
| YTD | +8.9% | +21.0% | -12.1% | +2.2% |
| 1Y | -2.2% | +11.7% | -13.9% | -6.4% |
| 3Y | +91.9% | +25.0% | +66.9% | +73.2% |
| 5Y | +136.0% | +141.0% | -5.0% | +73.1% |
| 10Y | +734.7% | +241.3% | +493.4% | +423.0% |
| All | +734.7% | +252.0% | +482.7% | +423.0% |
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 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