-28.8%
WING vs HRB
+16.9%
-45.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.4% | -0.6% | +3.3% |
| 7D | +21.0% | +16.0% | +4.9% | +19.1% |
| 30D | +56.9% | +32.1% | +24.8% | +52.9% |
| 3M | +38.4% | +21.5% | +16.9% | +36.3% |
| 6M | +12.0% | +82.1% | -70.1% | +10.7% |
| YTD | -29.2% | +31.6% | -60.9% | -25.3% |
| 1Y | -28.8% | +15.9% | -44.7% | -17.6% |
| All | -28.8% | +16.9% | -45.7% | -17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling