+15.5%
GLXY vs HRB
-8.3%
+23.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.4% | -1.2% |
| 7D | +13.4% | -5.7% | +19.1% | +12.5% |
| 30D | +38.1% | +7.9% | +30.2% | +40.1% |
| 3M | -7.3% | +32.1% | -39.4% | -3.1% |
| 6M | +8.2% | +62.2% | -54.1% | +11.9% |
| YTD | +17.8% | +16.4% | +1.4% | +29.8% |
| 1Y | +14.9% | -0.3% | +15.2% | +27.9% |
| All | +15.5% | -8.3% | +23.8% | +39.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling