+5,370.7%
GRMN vs HRB
+1,013.1%
+4,357.6%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.7% | +4.1% |
| 7D | +2.4% | -8.0% | +10.5% | +4.6% |
| 30D | -8.5% | -16.0% | +7.5% | -4.5% |
| 3M | +19.5% | +26.9% | -7.4% | +11.6% |
| 6M | +21.2% | +51.1% | -29.9% | +6.7% |
| YTD | +41.0% | +7.1% | +34.0% | +35.4% |
| 1Y | +19.6% | -9.6% | +29.2% | +19.8% |
| 3Y | +183.8% | +25.4% | +158.4% | +156.1% |
| 5Y | +83.0% | +114.9% | -31.9% | +39.7% |
| 10Y | +675.8% | +206.4% | +469.4% | +390.4% |
| All | +5,370.7% | +1,013.1% | +4,357.6% | +1,777.3% |
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