+67.5%
WDC vs HRB
+15.1%
+52.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -0.8% | -16.5% | -17.8% |
| 7D | -32.3% | +10.7% | -43.0% | -28.5% |
| 30D | -34.9% | +29.0% | -63.9% | -25.5% |
| 3M | -48.4% | +21.0% | -69.4% | -42.4% |
| 6M | -42.4% | +86.9% | -129.4% | -21.5% |
| YTD | +55.5% | +30.5% | +25.0% | +82.4% |
| 1Y | +67.5% | +13.6% | +53.9% | +84.6% |
| All | +67.5% | +15.1% | +52.4% | +84.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling