+258.0%
WPM vs HRB
+25.2%
+232.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.7% |
| 7D | -3.6% | -12.2% | +8.6% | -4.1% |
| 30D | +12.5% | -3.0% | +15.4% | +12.6% |
| 3M | +40.6% | +21.7% | +18.9% | +42.6% |
| 6M | +0.5% | +52.3% | -51.8% | +2.5% |
| YTD | +29.0% | +6.5% | +22.6% | +33.5% |
| 1Y | +43.8% | -6.7% | +50.5% | +50.1% |
| All | +258.0% | +25.2% | +232.8% | +247.5% |
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 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