-9.4%
WCC vs HRB
+41.6%
-51.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | -0.2% |
| 7D | +14.2% | -7.8% | +22.0% | +10.6% |
| 30D | -9.8% | +15.7% | -25.6% | -4.0% |
| 3M | -10.1% | -5.5% | -4.6% | -11.1% |
| 6M | -9.4% | +41.1% | -50.5% | +9.2% |
| All | -9.4% | +41.6% | -51.0% | +9.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling