+134.7%
GLW vs HRB
-9.2%
+143.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +0.8% |
| 7D | +16.9% | -10.6% | +27.5% | +12.0% |
| 30D | +7.0% | -0.8% | +7.8% | +7.2% |
| 3M | -3.0% | +19.1% | -22.0% | +8.2% |
| 6M | +31.0% | +48.7% | -17.7% | +57.2% |
| YTD | +93.4% | +7.1% | +86.3% | +106.7% |
| 1Y | +134.7% | -8.3% | +143.1% | +143.1% |
| All | +134.7% | -9.2% | +143.9% | +143.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling