+328.7%
GGLL vs HRB
+27.0%
+301.7%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.0% | +1.7% | -1.8% |
| 7D | -4.8% | -5.7% | +0.9% | -4.0% |
| 30D | -13.7% | +7.9% | -21.6% | -14.7% |
| 3M | -21.9% | +32.1% | -54.0% | -24.8% |
| 6M | +11.7% | +62.2% | -50.6% | +3.8% |
| YTD | +2.3% | +16.4% | -14.1% | +1.3% |
| 1Y | +76.2% | -0.3% | +76.4% | +79.7% |
| 3Y | +245.0% | +36.0% | +209.0% | +213.2% |
| All | +328.7% | +27.0% | +301.7% | +321.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling