-19.9%
GGLL vs HRB
+8.1%
-28.0%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.2% | +5.7% | +2.4% |
| 7D | +6.3% | -2.4% | +8.8% | +6.3% |
| 30D | -35.1% | +15.7% | -50.8% | -35.1% |
| 3M | -37.7% | +11.4% | -49.0% | -37.5% |
| 6M | -54.1% | +40.7% | -94.8% | -53.9% |
| YTD | -29.4% | +21.0% | -50.4% | -27.4% |
| All | -19.9% | +8.1% | -28.0% | -17.3% |
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