+55.2%
CG vs HRB
+28.0%
+27.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.5% | +4.3% | -1.3% |
| 7D | -1.3% | -9.1% | +7.8% | -0.1% |
| 30D | -3.2% | +0.3% | -3.4% | -3.4% |
| 3M | +6.2% | +23.4% | -17.2% | +2.7% |
| 6M | -4.7% | +45.1% | -49.8% | -10.3% |
| YTD | -20.6% | +8.9% | -29.5% | -20.9% |
| 1Y | -26.4% | -7.9% | -18.5% | -24.3% |
| All | +55.2% | +28.0% | +27.2% | +40.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling