+1,463.7%
GIS vs HRB
+3,134.5%
-1,670.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.5% | +4.9% | -0.7% |
| 7D | -8.3% | -9.1% | +0.8% | -7.1% |
| 30D | +2.2% | +0.3% | +1.9% | +1.9% |
| 3M | +15.7% | +23.4% | -7.7% | +12.2% |
| 6M | -12.0% | +45.1% | -57.1% | -16.8% |
| YTD | -15.0% | +8.9% | -23.9% | -16.8% |
| 1Y | -20.1% | -7.9% | -12.2% | -20.1% |
| 3Y | -34.6% | +27.9% | -62.5% | -37.9% |
| 5Y | -22.8% | +108.3% | -131.2% | -32.5% |
| 10Y | -18.5% | +208.4% | -226.9% | -35.6% |
| All | +1,463.7% | +3,134.5% | -1,670.8% | +456.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling