+8,268.6%
WFC vs HRB
+3,475.6%
+4,793.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.1% |
| 7D | +1.7% | -7.8% | +9.5% | +4.5% |
| 30D | +6.8% | +15.7% | -8.9% | +1.4% |
| 3M | -3.0% | -5.5% | +2.5% | -1.7% |
| 6M | +15.4% | +41.1% | -25.7% | +0.5% |
| YTD | -5.9% | +20.4% | -26.3% | -15.2% |
| 1Y | +1.7% | +15.2% | -13.6% | -7.1% |
| 3Y | +124.9% | +24.3% | +100.6% | +94.7% |
| 5Y | +90.5% | +144.7% | -54.2% | +24.6% |
| 10Y | +117.8% | +227.8% | -110.0% | +18.6% |
| All | +8,268.6% | +3,475.6% | +4,793.1% | +1,496.4% |
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