+79.2%
GPC vs HRB
+252.0%
-172.7%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.8% | -0.8% |
| 7D | +0.4% | -4.0% | +4.4% | +1.5% |
| 30D | -1.8% | +15.8% | -17.6% | -6.1% |
| 3M | -6.6% | +12.0% | -18.6% | -10.5% |
| 6M | +21.3% | +40.7% | -19.4% | +8.2% |
| YTD | +4.3% | +21.0% | -16.7% | -4.0% |
| 1Y | +3.3% | +11.7% | -8.4% | -2.5% |
| 3Y | +0.8% | +25.0% | -24.2% | -10.3% |
| 5Y | +7.4% | +141.0% | -133.6% | -26.1% |
| 10Y | +79.2% | +241.3% | -162.0% | +0.8% |
| All | +79.2% | +252.0% | -172.7% | +0.8% |
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