+428.1%
WMT vs HRB
+209.1%
+218.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.3% |
| 7D | 0.0% | -8.0% | +8.0% | +0.9% |
| 30D | -7.4% | -16.0% | +8.5% | -5.7% |
| 3M | -10.9% | +26.9% | -37.7% | -13.4% |
| 6M | -12.7% | +51.1% | -63.8% | -17.2% |
| YTD | -3.2% | +7.1% | -10.3% | -4.5% |
| 1Y | +5.3% | -9.6% | +14.9% | +6.0% |
| 3Y | +101.9% | +25.4% | +76.5% | +93.0% |
| 5Y | +134.6% | +114.9% | +19.6% | +106.0% |
| All | +428.1% | +209.1% | +218.9% | +332.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling