-1.7%
GPC vs HRB
+28.7%
-30.4%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.5% | +3.6% | -1.9% |
| 7D | +0.2% | -9.1% | +9.3% | +1.7% |
| 30D | -0.4% | +0.3% | -0.6% | -0.7% |
| 3M | +39.2% | +23.4% | +15.8% | +34.1% |
| 6M | +18.2% | +45.1% | -26.9% | +10.6% |
| YTD | +12.1% | +8.9% | +3.2% | +12.1% |
| 1Y | -0.7% | -7.9% | +7.3% | +3.6% |
| 3Y | -1.7% | +27.9% | -29.6% | -9.6% |
| All | -1.7% | +28.7% | -30.4% | -9.6% |
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