+18,665.9%
WELL vs HRB
+3,357.9%
+15,308.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.0% | +1.9% | -1.1% |
| 7D | -0.8% | -5.7% | +4.9% | +0.5% |
| 30D | -0.1% | +7.9% | -8.0% | -2.2% |
| 3M | +18.0% | +32.1% | -14.1% | +10.0% |
| 6M | +15.0% | +62.2% | -47.2% | +1.0% |
| YTD | +28.6% | +16.4% | +12.2% | +21.3% |
| 1Y | +42.9% | -0.3% | +43.2% | +39.5% |
| 3Y | +203.0% | +36.0% | +167.0% | +169.9% |
| 5Y | +206.9% | +125.2% | +81.7% | +136.9% |
| 10Y | +339.5% | +237.7% | +101.8% | +197.0% |
| All | +18,665.9% | +3,357.9% | +15,308.0% | +9,873.7% |
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 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