+2,284.7%
GPC vs HRB
+3,357.9%
-1,073.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.0% | +5.1% | +2.1% |
| 7D | +1.2% | -5.7% | +6.9% | +2.6% |
| 30D | +6.0% | +7.9% | -1.9% | +3.5% |
| 3M | +42.6% | +32.1% | +10.5% | +32.3% |
| 6M | +22.8% | +62.2% | -39.5% | +6.9% |
| YTD | +15.5% | +16.4% | -1.0% | +8.6% |
| 1Y | +2.0% | -0.3% | +2.3% | -0.3% |
| 3Y | -1.4% | +36.0% | -37.5% | -12.3% |
| 5Y | +30.6% | +125.2% | -94.6% | +0.2% |
| 10Y | +80.6% | +237.7% | -157.1% | +18.7% |
| All | +2,284.7% | +3,357.9% | -1,073.2% | +666.3% |
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