+14,999.1%
TT vs HRB
+3,493.2%
+11,505.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +3.5% | -8.1% | +11.6% | +6.0% |
| 30D | -11.0% | +15.0% | -26.1% | -15.3% |
| 3M | -12.0% | +10.2% | -22.2% | -16.0% |
| 6M | -10.4% | +44.2% | -54.7% | -22.1% |
| YTD | +9.9% | +21.0% | -11.0% | -1.6% |
| 1Y | +1.5% | +12.0% | -10.5% | -7.0% |
| 3Y | +93.7% | +24.9% | +68.8% | +66.0% |
| 5Y | +139.2% | +144.6% | -5.4% | +59.4% |
| 10Y | +741.5% | +229.4% | +512.1% | +358.4% |
| All | +14,999.1% | +3,493.2% | +11,505.9% | +2,880.6% |
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