+87.4%
GPC vs HRB
+205.6%
-118.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.4% |
| 7D | -0.6% | -10.6% | +10.0% | +2.6% |
| 30D | +1.3% | -0.8% | +2.1% | +0.8% |
| 3M | +37.1% | +19.1% | +18.0% | +29.1% |
| 6M | +23.2% | +48.7% | -25.5% | +7.0% |
| YTD | +13.1% | +7.1% | +6.0% | +8.2% |
| 1Y | +0.9% | -8.3% | +9.2% | +1.3% |
| 3Y | -0.8% | +25.8% | -26.6% | -12.3% |
| 5Y | +31.1% | +111.1% | -80.0% | -6.0% |
| 10Y | +87.4% | +206.6% | -119.2% | +4.8% |
| All | +87.4% | +205.6% | -118.2% | +4.8% |
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