+11,028.0%
WDC vs HRB
+3,493.2%
+7,534.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -3.2% | +13.1% | +10.8% |
| 7D | -14.4% | -2.4% | -12.0% | -13.9% |
| 30D | -27.1% | +15.7% | -42.8% | -30.9% |
| 3M | -33.3% | +11.4% | -44.6% | -36.8% |
| 6M | -39.6% | +40.7% | -80.3% | -48.4% |
| YTD | +68.4% | +21.0% | +47.4% | +46.6% |
| 1Y | +78.2% | +7.2% | +70.9% | +61.1% |
| 3Y | +772.0% | +29.2% | +742.9% | +614.8% |
| 5Y | +584.9% | +142.3% | +442.6% | +332.4% |
| 10Y | +653.4% | +253.1% | +400.4% | +284.2% |
| All | +11,028.0% | +3,493.2% | +7,534.8% | +1,527.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling