+19,622.0%
WELL vs HRB
+3,493.2%
+16,128.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.1% | -8.1% | +8.2% | +2.0% |
| 30D | +7.8% | +15.0% | -7.2% | +4.3% |
| 3M | +10.2% | +10.2% | 0.0% | +7.2% |
| 6M | +16.4% | +44.2% | -27.9% | +5.9% |
| YTD | +35.2% | +21.0% | +14.2% | +26.1% |
| 1Y | +30.5% | +12.0% | +18.5% | +23.8% |
| 3Y | +206.1% | +24.9% | +181.2% | +177.9% |
| 5Y | +228.3% | +144.6% | +83.7% | +148.4% |
| 10Y | +468.3% | +229.4% | +238.9% | +284.7% |
| All | +19,622.0% | +3,493.2% | +16,128.8% | +10,264.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling