-0.3%
HRB vs WTW
+3.0%
-3.3%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -1.9% | -3.0% |
| 7D | -5.7% | -2.6% | -3.0% | -4.5% |
| 30D | +7.9% | -1.0% | +8.9% | +8.4% |
| 3M | +32.1% | +29.9% | +2.2% | +16.8% |
| 6M | +62.2% | +10.7% | +51.5% | +50.6% |
| YTD | +16.4% | +2.6% | +13.8% | +9.4% |
| 1Y | -0.3% | +2.8% | -3.0% | -7.5% |
| All | -0.3% | +3.0% | -3.3% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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