+208.8%
WELL vs HRB
+104.8%
+104.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.1% | -0.4% |
| 7D | -1.1% | -10.6% | +9.5% | +0.3% |
| 30D | +0.7% | -0.8% | +1.6% | +0.6% |
| 3M | +14.5% | +19.1% | -4.5% | +11.4% |
| 6M | +14.4% | +48.7% | -34.3% | +7.6% |
| YTD | +28.5% | +7.1% | +21.4% | +27.8% |
| 1Y | +41.8% | -8.3% | +50.1% | +45.2% |
| 3Y | +202.8% | +25.8% | +177.0% | +183.5% |
| 5Y | +208.8% | +111.1% | +97.7% | +153.6% |
| All | +208.8% | +104.8% | +104.0% | +153.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling