+24.3%
GAP vs HRB
+207.5%
-183.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | -6.3% | -12.2% | +5.9% | -1.6% |
| 30D | -0.2% | -3.0% | +2.7% | -0.3% |
| 3M | 0.0% | +21.7% | -21.7% | -9.4% |
| 6M | -8.1% | +52.3% | -60.4% | -26.3% |
| YTD | -16.5% | +6.5% | -23.0% | -22.0% |
| 1Y | -10.5% | -6.7% | -3.8% | -11.7% |
| 3Y | +104.0% | +25.1% | +78.9% | +69.0% |
| 5Y | +6.8% | +113.8% | -107.0% | -34.8% |
| All | +24.3% | +207.5% | -183.2% | -40.4% |
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 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