+225.6%
WCC vs HRB
+104.8%
+120.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -1.1% |
| 7D | +6.8% | -10.6% | +17.4% | +8.1% |
| 30D | -3.0% | -0.8% | -2.2% | -3.4% |
| 3M | +0.2% | +19.1% | -18.9% | -3.4% |
| 6M | +33.2% | +48.7% | -15.5% | +22.0% |
| YTD | +45.8% | +7.1% | +38.7% | +44.5% |
| 1Y | +68.4% | -8.3% | +76.7% | +73.3% |
| 3Y | +131.1% | +25.8% | +105.3% | +107.3% |
| 5Y | +225.6% | +111.1% | +114.5% | +165.9% |
| All | +225.6% | +104.8% | +120.8% | +165.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling