+15.9%
HRB vs WTW
+8.6%
+7.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.0% | +1.4% | +2.8% |
| 7D | +16.0% | +4.9% | +11.2% | +13.3% |
| 30D | +32.1% | +17.1% | +15.0% | +22.3% |
| 3M | +21.5% | -0.3% | +21.8% | +21.2% |
| 6M | +82.1% | +30.7% | +51.4% | +60.0% |
| YTD | +31.6% | +3.7% | +27.9% | +21.9% |
| 1Y | +15.9% | +5.9% | +10.0% | +5.5% |
| All | +15.9% | +8.6% | +7.3% | +5.5% |
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