+72.4%
GPC vs HRB
+221.6%
-149.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.8% |
| 7D | +0.4% | -5.1% | +5.5% | +1.9% |
| 30D | -6.3% | +8.7% | -15.0% | -8.7% |
| 3M | -8.2% | -5.4% | -2.8% | -7.2% |
| 6M | +27.1% | +41.6% | -14.5% | +13.1% |
| YTD | +3.1% | +18.7% | -15.5% | -4.5% |
| 1Y | +0.1% | +16.4% | -16.4% | -6.9% |
| 3Y | +0.2% | +22.0% | -21.8% | -10.2% |
| 5Y | +4.9% | +141.2% | -136.4% | -27.9% |
| All | +72.4% | +221.6% | -149.2% | -1.2% |
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