+11.7%
GGLL vs HRB
+61.4%
-49.7%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.0% | +1.7% | -2.2% |
| 7D | -4.8% | -5.7% | +0.9% | -4.7% |
| 30D | -13.7% | +7.9% | -21.6% | -13.5% |
| 3M | -21.9% | +32.1% | -54.0% | -20.9% |
| 6M | +11.7% | +62.2% | -50.6% | +14.2% |
| All | +11.7% | +61.4% | -49.7% | +14.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling