+11.0%
GEHC vs HRB
+15.1%
-4.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.3% |
| 7D | +9.6% | +10.7% | -1.1% | +8.3% |
| 30D | +29.4% | +29.0% | +0.3% | +25.7% |
| 3M | +19.3% | +21.0% | -1.7% | +16.7% |
| 6M | +37.4% | +86.9% | -49.6% | +32.5% |
| YTD | +2.3% | +30.5% | -28.2% | +1.3% |
| 1Y | +11.0% | +13.6% | -2.6% | +9.7% |
| All | +11.0% | +15.1% | -4.1% | +9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling