+567.0%
WDC vs HRB
+140.6%
+426.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.4% | -3.6% | -5.1% |
| 7D | +12.1% | -5.1% | +17.2% | +11.7% |
| 30D | -18.8% | +8.7% | -27.5% | -18.4% |
| 3M | -39.3% | -5.4% | -33.9% | -39.2% |
| 6M | -40.1% | +41.6% | -81.7% | -40.3% |
| YTD | +71.8% | +18.7% | +53.1% | +77.2% |
| 1Y | +88.5% | +16.4% | +72.0% | +94.9% |
| 3Y | +770.0% | +22.0% | +748.0% | +757.6% |
| All | +567.0% | +140.6% | +426.4% | +475.0% |
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