-38.1%
GLXY vs HRB
-4.7%
-33.4%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -16.2% | -4.0% | -12.1% | -16.7% |
| 30D | -30.6% | +15.8% | -46.4% | -28.3% |
| 3M | -27.7% | +12.0% | -39.7% | -25.3% |
| 6M | -53.3% | +40.7% | -94.1% | -50.3% |
| YTD | -36.9% | +21.0% | -57.9% | -29.2% |
| 1Y | -55.6% | +11.7% | -67.3% | -49.8% |
| All | -38.1% | -4.7% | -33.4% | -24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling