+388.8%
GH vs HRB
+144.5%
+244.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.6% | -1.2% |
| 7D | -2.5% | -8.0% | +5.5% | -0.8% |
| 30D | -4.7% | -16.0% | +11.3% | -1.2% |
| 3M | +20.2% | +26.9% | -6.6% | +12.5% |
| 6M | +78.8% | +51.1% | +27.7% | +59.0% |
| YTD | +54.1% | +7.1% | +47.0% | +48.6% |
| 1Y | +177.1% | -9.6% | +186.7% | +177.6% |
| 3Y | +371.6% | +25.4% | +346.2% | +322.3% |
| 5Y | +21.9% | +114.9% | -93.0% | -4.6% |
| All | +388.8% | +144.5% | +244.3% | +278.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling