+47.6%
GSK vs HRB
+25.9%
+21.7%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.3% |
| 7D | -3.6% | -10.6% | +7.0% | -3.1% |
| 30D | -5.9% | -0.8% | -5.1% | -6.0% |
| 3M | -4.3% | +19.1% | -23.3% | -5.2% |
| 6M | -10.8% | +48.7% | -59.5% | -12.6% |
| YTD | +1.8% | +7.1% | -5.3% | +2.8% |
| 1Y | +23.5% | -8.3% | +31.8% | +27.2% |
| All | +47.6% | +25.9% | +21.7% | +48.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling