+15,818.7%
TT vs HRB
+3,357.9%
+12,460.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.0% | +4.8% | +2.1% |
| 7D | 0.0% | -5.7% | +5.7% | +1.7% |
| 30D | -7.2% | +7.9% | -15.1% | -9.9% |
| 3M | -3.0% | +32.1% | -35.1% | -12.3% |
| 6M | +1.4% | +62.2% | -60.9% | -15.9% |
| YTD | +15.9% | +16.4% | -0.5% | +5.9% |
| 1Y | +9.4% | -0.3% | +9.7% | +4.7% |
| 3Y | +124.4% | +36.0% | +88.3% | +88.3% |
| 5Y | +138.0% | +125.2% | +12.8% | +64.0% |
| 10Y | +886.4% | +237.7% | +648.7% | +436.0% |
| All | +15,818.7% | +3,357.9% | +12,460.8% | +3,108.4% |
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