+143.5%
WBD vs HRB
+25.2%
+118.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | -0.6% | -12.2% | +11.6% | +0.8% |
| 30D | +4.2% | -3.0% | +7.1% | +4.3% |
| 3M | +7.5% | +21.7% | -14.2% | +4.7% |
| 6M | +1.6% | +52.3% | -50.7% | -4.3% |
| YTD | -2.2% | +6.5% | -8.6% | -1.1% |
| 1Y | +124.9% | -6.7% | +131.6% | +133.2% |
| All | +143.5% | +25.2% | +118.3% | +114.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling