-36.9%
GLXY vs HRB
-6.5%
-30.4%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.4% | -3.9% | -5.6% |
| 7D | +5.3% | -5.1% | +10.4% | +4.0% |
| 30D | -19.8% | +8.7% | -28.5% | -18.2% |
| 3M | -31.4% | -5.4% | -26.0% | -31.2% |
| 6M | -53.3% | +41.6% | -94.9% | -50.6% |
| YTD | -35.7% | +18.7% | -54.3% | -28.2% |
| 1Y | -47.2% | +16.4% | -63.7% | -41.0% |
| All | -36.9% | -6.5% | -30.4% | -22.9% |
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