+204.5%
WELL vs HRB
+28.7%
+175.8%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.5% | +6.9% | +0.9% |
| 7D | -1.3% | -9.1% | +7.7% | -0.7% |
| 30D | +0.5% | +0.3% | +0.3% | +0.4% |
| 3M | +19.1% | +23.4% | -4.3% | +17.3% |
| 6M | +17.0% | +45.1% | -28.2% | +14.4% |
| YTD | +29.2% | +8.9% | +20.3% | +31.2% |
| 1Y | +42.1% | -7.9% | +50.1% | +48.1% |
| 3Y | +204.5% | +27.9% | +176.6% | +179.3% |
| All | +204.5% | +28.7% | +175.8% | +179.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling