+19.6%
GRMN vs HRB
-6.2%
+25.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.7% | +4.2% |
| 7D | +2.4% | -8.0% | +10.5% | +3.4% |
| 30D | -8.5% | -16.0% | +7.5% | -6.7% |
| 3M | +19.5% | +26.9% | -7.4% | +17.0% |
| 6M | +21.2% | +51.1% | -29.9% | +16.5% |
| YTD | +41.0% | +7.1% | +34.0% | +41.7% |
| 1Y | +19.6% | -9.6% | +29.2% | +24.7% |
| All | +19.6% | -6.2% | +25.8% | +24.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling