+292.2%
WAB vs HRB
+209.1%
+83.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.5% | +0.9% |
| 7D | +0.1% | -8.0% | +8.2% | +2.3% |
| 30D | -4.1% | -16.0% | +11.9% | +0.2% |
| 3M | +8.2% | +26.9% | -18.7% | -0.1% |
| 6M | +15.4% | +51.1% | -35.7% | -0.4% |
| YTD | +33.1% | +7.1% | +26.1% | +27.0% |
| 1Y | +48.1% | -9.6% | +57.7% | +48.8% |
| 3Y | +167.7% | +25.4% | +142.3% | +133.3% |
| 5Y | +225.7% | +114.9% | +110.8% | +126.7% |
| All | +292.2% | +209.1% | +83.1% | +128.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling