-60.3%
WING vs HRB
-8.2%
-52.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +0.2% | -12.2% | +12.4% | +1.3% |
| 30D | -0.5% | -3.0% | +2.5% | +0.2% |
| 3M | -23.9% | +21.7% | -45.6% | -24.1% |
| 6M | -48.9% | +52.3% | -101.2% | -49.6% |
| YTD | -53.3% | +6.5% | -59.8% | -50.2% |
| 1Y | -60.3% | -6.7% | -53.6% | -55.5% |
| All | -60.3% | -8.2% | -52.1% | -55.5% |
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