-12.2%
GGLL vs HRB
+16.9%
-29.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.4% | +2.1% | +6.6% |
| 7D | -23.1% | +16.0% | -39.2% | -22.7% |
| 30D | -32.9% | +32.1% | -65.0% | -32.9% |
| 3M | -44.9% | +21.5% | -66.4% | -44.6% |
| 6M | -49.5% | +82.1% | -131.6% | -49.0% |
| YTD | -28.9% | +31.6% | -60.5% | -27.0% |
| 1Y | -12.2% | +15.9% | -28.1% | -11.6% |
| All | -12.2% | +16.9% | -29.1% | -11.6% |
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 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