+13,779.4%
GWW vs HRB
+3,134.5%
+10,644.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.5% | +3.8% | -1.2% |
| 7D | -1.5% | -9.1% | +7.5% | +0.5% |
| 30D | +1.1% | +0.3% | +0.9% | +0.6% |
| 3M | -1.0% | +23.4% | -24.4% | -6.4% |
| 6M | +16.3% | +45.1% | -28.8% | +5.1% |
| YTD | +28.5% | +8.9% | +19.6% | +23.3% |
| 1Y | +30.3% | -7.9% | +38.2% | +29.5% |
| 3Y | +91.6% | +27.9% | +63.7% | +74.4% |
| 5Y | +224.0% | +108.3% | +115.6% | +159.1% |
| 10Y | +551.3% | +208.4% | +342.9% | +345.7% |
| All | +13,779.4% | +3,134.5% | +10,644.9% | +4,998.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling