+443.3%
WELL vs HRB
+226.2%
+217.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | +0.1% | -7.8% | +7.9% | +2.5% |
| 30D | +6.8% | +15.7% | -8.9% | +2.2% |
| 3M | +6.7% | -5.5% | +12.2% | +8.0% |
| 6M | +13.8% | +41.1% | -27.3% | +1.2% |
| YTD | +33.8% | +20.4% | +13.5% | +23.2% |
| 1Y | +29.6% | +15.2% | +14.4% | +20.8% |
| 3Y | +203.1% | +24.3% | +178.8% | +165.7% |
| 5Y | +223.8% | +144.7% | +79.1% | +109.4% |
| All | +443.3% | +226.2% | +217.1% | +195.8% |
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