+642.9%
WDC vs HRB
+221.6%
+421.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.4% | -3.6% | -4.7% |
| 7D | +12.1% | -5.1% | +17.2% | +13.2% |
| 30D | -18.8% | +8.7% | -27.5% | -20.6% |
| 3M | -39.3% | -5.4% | -33.9% | -39.2% |
| 6M | -40.1% | +41.6% | -81.7% | -46.7% |
| YTD | +71.8% | +18.7% | +53.1% | +58.2% |
| 1Y | +88.5% | +16.4% | +72.0% | +74.1% |
| 3Y | +770.0% | +22.0% | +748.0% | +660.3% |
| 5Y | +549.0% | +141.2% | +407.8% | +322.9% |
| All | +642.9% | +221.6% | +421.3% | +314.8% |
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