+19,391.6%
WELL vs HRB
+3,424.8%
+15,966.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.1% |
| 7D | +0.1% | -5.1% | +5.2% | +1.3% |
| 30D | +5.7% | +8.7% | -3.0% | +3.6% |
| 3M | +4.6% | -5.4% | +10.0% | +5.6% |
| 6M | +11.9% | +41.6% | -29.7% | +2.2% |
| YTD | +33.6% | +18.7% | +14.9% | +25.2% |
| 1Y | +29.8% | +16.4% | +13.3% | +22.0% |
| 3Y | +202.2% | +22.0% | +180.2% | +175.9% |
| 5Y | +223.2% | +141.2% | +82.0% | +145.3% |
| 10Y | +461.7% | +223.1% | +238.5% | +281.9% |
| All | +19,391.6% | +3,424.8% | +15,966.7% | +10,188.4% |
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