+349.8%
WELL vs HRB
+209.1%
+140.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.2% |
| 7D | -0.2% | -8.0% | +7.8% | +2.1% |
| 30D | +2.3% | -16.0% | +18.3% | +7.4% |
| 3M | +12.3% | +26.9% | -14.6% | +3.5% |
| 6M | +15.6% | +51.1% | -35.5% | -0.7% |
| YTD | +28.3% | +7.1% | +21.3% | +22.4% |
| 1Y | +41.9% | -9.6% | +51.5% | +43.0% |
| 3Y | +198.3% | +25.4% | +172.9% | +158.2% |
| 5Y | +206.4% | +114.9% | +91.5% | +105.9% |
| All | +349.8% | +209.1% | +140.6% | +146.0% |
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 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