+356.1%
GLW vs HRB
+33.7%
+322.4%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -3.2% | +12.5% | +8.4% |
| 7D | -5.9% | -2.4% | -3.5% | -6.3% |
| 30D | -26.0% | +15.7% | -41.7% | -22.9% |
| 3M | -29.9% | +11.4% | -41.3% | -27.4% |
| 6M | -37.8% | +40.7% | -78.5% | -31.4% |
| YTD | +33.1% | +21.0% | +12.2% | +49.3% |
| 1Y | +36.8% | +7.2% | +29.6% | +54.3% |
| 3Y | +356.1% | +29.2% | +326.9% | +370.6% |
| All | +356.1% | +33.7% | +322.4% | +370.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling