+14,159.6%
GWW vs HRB
+3,357.9%
+10,801.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.0% | +4.9% | +1.8% |
| 7D | +1.4% | -5.7% | +7.1% | +2.7% |
| 30D | +3.3% | +7.9% | -4.6% | +1.1% |
| 3M | +2.9% | +32.1% | -29.2% | -4.2% |
| 6M | +15.8% | +62.2% | -46.5% | +2.1% |
| YTD | +32.0% | +16.4% | +15.6% | +24.8% |
| 1Y | +29.9% | -0.3% | +30.2% | +26.9% |
| 3Y | +91.1% | +36.0% | +55.0% | +71.6% |
| 5Y | +223.9% | +125.2% | +98.7% | +154.7% |
| 10Y | +567.0% | +237.7% | +329.4% | +347.4% |
| All | +14,159.6% | +3,357.9% | +10,801.7% | +5,063.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling