+2,053.8%
GPC vs HRB
+3,493.9%
-1,440.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.8% | -0.8% |
| 7D | +0.4% | -4.0% | +4.4% | +1.3% |
| 30D | -1.8% | +15.8% | -17.6% | -5.5% |
| 3M | -6.6% | +12.0% | -18.6% | -9.9% |
| 6M | +21.3% | +40.7% | -19.4% | +10.2% |
| YTD | +4.3% | +21.0% | -16.7% | -3.2% |
| 1Y | +3.3% | +11.7% | -8.4% | -2.2% |
| 3Y | +0.8% | +25.0% | -24.2% | -8.5% |
| 5Y | +7.4% | +141.0% | -133.6% | -19.2% |
| 10Y | +79.2% | +241.3% | -162.0% | +17.1% |
| All | +2,053.8% | +3,493.9% | -1,440.2% | +583.3% |
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