+305.2%
CG vs HRB
+209.1%
+96.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.8% |
| 7D | -9.9% | -8.0% | -1.8% | -7.9% |
| 30D | -11.7% | -16.0% | +4.3% | -7.6% |
| 3M | -4.3% | +26.9% | -31.1% | -11.3% |
| 6M | -8.8% | +51.1% | -59.9% | -20.7% |
| YTD | -26.9% | +7.1% | -33.9% | -29.8% |
| 1Y | -35.4% | -9.6% | -25.8% | -35.0% |
| 3Y | +43.0% | +25.4% | +17.6% | +27.1% |
| 5Y | +1.9% | +114.9% | -113.0% | -24.4% |
| All | +305.2% | +209.1% | +96.0% | +143.0% |
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