+75.6%
GRMN vs HRB
+109.9%
-34.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -1.8% | -12.2% | +10.4% | +0.6% |
| 30D | -12.1% | -3.0% | -9.1% | -12.0% |
| 3M | +18.0% | +21.7% | -3.7% | +13.1% |
| 6M | +13.7% | +52.3% | -38.6% | +3.3% |
| YTD | +35.3% | +6.5% | +28.8% | +32.9% |
| 1Y | +17.2% | -6.7% | +23.9% | +18.5% |
| 3Y | +179.6% | +25.1% | +154.5% | +158.7% |
| 5Y | +75.6% | +113.8% | -38.2% | +47.9% |
| All | +75.6% | +109.9% | -34.3% | +47.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling