+33.1%
GDDY vs HRB
+25.9%
+7.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.2% | +1.6% |
| 7D | -3.2% | -8.0% | +4.8% | -0.6% |
| 30D | +6.8% | -16.0% | +22.8% | +12.4% |
| 3M | +30.5% | +26.9% | +3.6% | +21.8% |
| 6M | +13.3% | +51.1% | -37.8% | +1.7% |
| YTD | -21.0% | +7.1% | -28.0% | -25.1% |
| 1Y | -34.0% | -9.6% | -24.4% | -36.0% |
| 3Y | +33.1% | +25.4% | +7.7% | +20.5% |
| All | +33.1% | +25.9% | +7.2% | +20.5% |
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