+427.0%
GE vs HRB
+141.1%
+285.9%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.4% |
| 7D | +4.0% | -8.1% | +12.1% | +4.9% |
| 30D | +11.1% | +15.0% | -4.0% | +9.4% |
| 3M | -6.7% | +10.2% | -17.0% | -8.0% |
| 6M | +14.3% | +44.2% | -30.0% | +9.1% |
| YTD | +11.7% | +21.0% | -9.2% | +10.0% |
| 1Y | +10.9% | +12.0% | -1.1% | +10.6% |
| 3Y | +279.0% | +24.9% | +254.1% | +259.2% |
| 5Y | +427.0% | +144.6% | +282.4% | +309.4% |
| All | +427.0% | +141.1% | +285.9% | +309.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling