-32.3%
WING vs HRB
+25.9%
-58.2%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.7% | +1.2% |
| 7D | -2.3% | -10.6% | +8.3% | -1.1% |
| 30D | -5.6% | -0.8% | -4.8% | -5.4% |
| 3M | -22.9% | +19.1% | -42.0% | -23.9% |
| 6M | -50.4% | +48.7% | -99.1% | -52.2% |
| YTD | -53.3% | +7.1% | -60.4% | -52.8% |
| 1Y | -61.2% | -8.3% | -52.9% | -59.9% |
| All | -32.3% | +25.9% | -58.2% | -41.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling