+562.0%
GLW vs HRB
+243.1%
+318.9%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.4% | +7.4% |
| 7D | +1.4% | -8.1% | +9.5% | +2.7% |
| 30D | -18.2% | +15.0% | -33.2% | -20.5% |
| 3M | -24.2% | +10.2% | -34.4% | -26.2% |
| 6M | -41.7% | +44.2% | -86.0% | -47.0% |
| YTD | +38.3% | +21.0% | +17.3% | +29.5% |
| 1Y | +38.2% | +12.0% | +26.2% | +32.0% |
| 3Y | +363.4% | +24.9% | +338.5% | +313.6% |
| 5Y | +254.6% | +144.6% | +110.0% | +146.4% |
| 10Y | +562.0% | +229.4% | +332.6% | +290.5% |
| All | +562.0% | +243.1% | +318.9% | +290.5% |
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