+12.6%
GTLB vs HRB
+16.9%
-4.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.4% | -4.4% | -1.6% |
| 7D | -9.7% | +16.0% | -25.7% | -14.8% |
| 30D | +1.7% | +32.1% | -30.4% | -9.1% |
| 3M | +43.6% | +21.5% | +22.1% | +31.1% |
| 6M | +113.0% | +82.1% | +30.9% | +63.1% |
| YTD | +39.5% | +31.6% | +7.9% | +6.9% |
| 1Y | +12.6% | +15.9% | -3.3% | -16.6% |
| All | +12.6% | +16.9% | -4.3% | -16.6% |
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 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