+2,104.1%
GNRC vs HRB
+309.2%
+1,794.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.3% | -1.6% |
| 7D | +3.2% | -10.6% | +13.8% | +5.8% |
| 30D | -9.5% | -0.8% | -8.7% | -9.8% |
| 3M | -28.5% | +19.1% | -47.6% | -32.4% |
| 6M | -10.0% | +48.7% | -58.7% | -20.7% |
| YTD | +36.7% | +7.1% | +29.6% | +30.5% |
| 1Y | +2.6% | -8.3% | +10.9% | +2.0% |
| 3Y | +61.9% | +25.8% | +36.1% | +43.7% |
| 5Y | -59.0% | +111.1% | -170.1% | -68.9% |
| 10Y | +444.8% | +206.6% | +238.2% | +235.2% |
| All | +2,104.1% | +309.2% | +1,794.9% | +953.4% |
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