+8.2%
TT vs HRB
-5.9%
+14.1%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.5% | +6.0% | -1.3% |
| 7D | +1.6% | -9.1% | +10.6% | +0.2% |
| 30D | -7.3% | +0.3% | -7.6% | -6.9% |
| 3M | -2.6% | +23.4% | -26.0% | +1.8% |
| 6M | +5.9% | +45.1% | -39.2% | +14.2% |
| YTD | +15.4% | +8.9% | +6.5% | +23.3% |
| 1Y | +8.2% | -7.9% | +16.2% | +15.6% |
| All | +8.2% | -5.9% | +14.1% | +15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling