+44.2%
WPM vs HRB
-6.2%
+50.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.5% | +2.2% |
| 7D | -0.6% | -8.0% | +7.5% | -1.8% |
| 30D | +14.4% | -16.0% | +30.4% | +11.3% |
| 3M | +37.0% | +26.9% | +10.1% | +45.5% |
| 6M | +4.1% | +51.1% | -47.0% | +14.9% |
| YTD | +31.7% | +7.1% | +24.7% | +31.1% |
| 1Y | +44.2% | -9.6% | +53.8% | +32.7% |
| All | +44.2% | -6.2% | +50.4% | +32.7% |
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