+61.5%
GNRC vs HRB
+25.9%
+35.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.9% |
| 7D | -0.2% | -8.0% | +7.8% | -0.4% |
| 30D | -15.7% | -16.0% | +0.2% | -16.1% |
| 3M | -27.3% | +26.9% | -54.2% | -26.6% |
| 6M | -12.1% | +51.1% | -63.2% | -11.8% |
| YTD | +37.1% | +7.1% | +30.1% | +44.4% |
| 1Y | -0.5% | -9.6% | +9.2% | +7.9% |
| 3Y | +61.5% | +25.4% | +36.1% | +47.3% |
| All | +61.5% | +25.9% | +35.6% | +47.3% |
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 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