+25.7%
GPN vs HRB
+209.1%
-183.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | -4.3% | -8.0% | +3.7% | -1.8% |
| 30D | 0.0% | -16.0% | +16.0% | +5.4% |
| 3M | +35.8% | +26.9% | +9.0% | +25.3% |
| 6M | +22.0% | +51.1% | -29.1% | +5.1% |
| YTD | +15.2% | +7.1% | +8.2% | +10.5% |
| 1Y | +3.5% | -9.6% | +13.1% | +4.7% |
| 3Y | -26.9% | +25.4% | -52.3% | -35.3% |
| 5Y | -44.2% | +114.9% | -159.1% | -59.8% |
| All | +25.7% | +209.1% | -183.5% | -23.5% |
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