+18.7%
WM vs HRB
+11.2%
+7.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.2% | -4.0% | +5.2% | +1.7% |
| 30D | +13.7% | +15.8% | -2.1% | +11.9% |
| 3M | +5.2% | +12.0% | -6.8% | +3.7% |
| 6M | +11.2% | +40.7% | -29.6% | +7.1% |
| YTD | +9.4% | +21.0% | -11.6% | +9.5% |
| All | +18.7% | +11.2% | +7.5% | +21.1% |
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 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