+261.5%
WAB vs HRB
+221.6%
+39.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.5% |
| 7D | +5.1% | -5.1% | +10.2% | +6.4% |
| 30D | +4.0% | +8.7% | -4.7% | +1.5% |
| 3M | +0.1% | -5.4% | +5.5% | +0.8% |
| 6M | +12.8% | +41.6% | -28.8% | +0.4% |
| YTD | +40.1% | +18.7% | +21.4% | +29.5% |
| 1Y | +46.4% | +16.4% | +29.9% | +36.0% |
| 3Y | +167.4% | +22.0% | +145.4% | +136.8% |
| 5Y | +215.0% | +141.2% | +73.8% | +111.8% |
| All | +261.5% | +221.6% | +39.9% | +106.5% |
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