+15.9%
HRB vs WETO
-99.3%
+115.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +11.4% | -7.0% | +4.5% |
| 7D | +16.0% | +3.6% | +12.5% | +16.1% |
| 30D | +32.1% | -17.2% | +49.3% | +32.0% |
| 3M | +21.5% | -83.7% | +105.2% | +21.7% |
| 6M | +82.1% | -98.3% | +180.3% | +80.3% |
| YTD | +31.6% | -99.0% | +130.6% | +30.9% |
| 1Y | +15.9% | -99.4% | +115.3% | +14.6% |
| All | +15.9% | -99.3% | +115.2% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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