+1,379.2%
WDC vs HRB
+28.0%
+1,351.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.5% | +8.6% | +0.7% |
| 7D | +6.0% | -9.1% | +15.1% | +3.9% |
| 30D | +9.9% | +0.3% | +9.7% | +10.2% |
| 3M | -9.4% | +23.4% | -32.8% | -4.6% |
| 6M | +94.7% | +45.1% | +49.6% | +108.8% |
| YTD | +177.4% | +8.9% | +168.5% | +201.2% |
| 1Y | +412.6% | -7.9% | +420.5% | +467.2% |
| All | +1,379.2% | +28.0% | +1,351.1% | +1,350.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling