-10.3%
GTLB vs HRB
+25.2%
-35.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.3% |
| 7D | -4.1% | -12.2% | +8.1% | -0.2% |
| 30D | +12.3% | -3.0% | +15.3% | +12.6% |
| 3M | +65.9% | +21.7% | +44.2% | +53.5% |
| 6M | +104.0% | +52.3% | +51.6% | +76.4% |
| YTD | +26.0% | +6.5% | +19.5% | +17.4% |
| 1Y | -3.5% | -6.7% | +3.2% | -7.9% |
| All | -10.3% | +25.2% | -35.5% | -23.4% |
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