+221.8%
GWW vs HRB
+109.9%
+111.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -3.1% | -12.2% | +9.0% | -1.0% |
| 30D | -2.3% | -3.0% | +0.6% | -2.2% |
| 3M | -3.3% | +21.7% | -25.0% | -7.5% |
| 6M | +15.4% | +52.3% | -36.9% | +4.7% |
| YTD | +26.7% | +6.5% | +20.3% | +23.7% |
| 1Y | +29.0% | -6.7% | +35.6% | +29.5% |
| 3Y | +89.0% | +25.1% | +63.9% | +74.2% |
| 5Y | +221.8% | +113.8% | +108.0% | +172.2% |
| All | +221.8% | +109.9% | +111.9% | +172.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling