+390.3%
GDDY vs HRB
+120.5%
+269.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.2% | +1.6% |
| 7D | -3.2% | -8.0% | +4.8% | -1.1% |
| 30D | +6.8% | -16.0% | +22.8% | +11.4% |
| 3M | +30.5% | +26.9% | +3.6% | +23.2% |
| 6M | +13.3% | +51.1% | -37.8% | +2.6% |
| YTD | -21.0% | +7.1% | -28.0% | -23.1% |
| 1Y | -34.0% | -9.6% | -24.4% | -33.6% |
| 3Y | +33.1% | +25.4% | +7.7% | +22.5% |
| 5Y | +30.3% | +114.9% | -84.6% | +5.3% |
| 10Y | +205.5% | +206.4% | -0.9% | +109.7% |
| All | +390.3% | +120.5% | +269.8% | +285.6% |
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 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