+30.5%
WELL vs HRB
+11.2%
+19.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.1% | -8.1% | +8.2% | +0.3% |
| 30D | +7.8% | +15.0% | -7.2% | +7.8% |
| 3M | +10.2% | +10.2% | 0.0% | +10.4% |
| 6M | +16.4% | +44.2% | -27.9% | +18.1% |
| YTD | +35.2% | +21.0% | +14.2% | +34.8% |
| 1Y | +30.5% | +12.0% | +18.5% | +29.7% |
| All | +30.5% | +11.2% | +19.3% | +29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling