+57.1%
GWW vs HRB
+16.9%
+40.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.4% | +2.2% | +6.2% |
| 7D | +11.1% | +16.0% | -5.0% | +9.9% |
| 30D | +15.7% | +32.1% | -16.3% | +13.5% |
| 3M | +14.8% | +21.5% | -6.7% | +13.0% |
| 6M | +30.9% | +82.1% | -51.2% | +23.0% |
| YTD | +48.5% | +31.6% | +16.9% | +45.2% |
| 1Y | +57.1% | +15.9% | +41.2% | +58.1% |
| All | +57.1% | +16.9% | +40.2% | +58.1% |
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