+507.5%
WCC vs HRB
+207.5%
+300.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.7% | -3.1% |
| 7D | +1.7% | -12.2% | +13.8% | +5.5% |
| 30D | -6.1% | -3.0% | -3.1% | -6.2% |
| 3M | +3.1% | +21.7% | -18.6% | -5.6% |
| 6M | +28.2% | +52.3% | -24.1% | +6.2% |
| YTD | +41.1% | +6.5% | +34.6% | +32.6% |
| 1Y | +61.3% | -6.7% | +68.0% | +58.5% |
| 3Y | +123.6% | +25.1% | +98.5% | +87.5% |
| 5Y | +214.8% | +113.8% | +101.0% | +102.4% |
| All | +507.5% | +207.5% | +300.0% | +216.6% |
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