+41.1%
WSM vs HRB
+16.9%
+24.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.4% | +2.1% | +6.2% |
| 7D | +8.0% | +16.0% | -8.1% | +7.2% |
| 30D | +13.5% | +32.1% | -18.6% | +12.1% |
| 3M | +8.8% | +21.5% | -12.7% | +7.7% |
| 6M | +54.7% | +82.1% | -27.4% | +50.7% |
| YTD | +53.3% | +31.6% | +21.7% | +53.4% |
| 1Y | +41.1% | +15.9% | +25.2% | +45.3% |
| All | +41.1% | +16.9% | +24.2% | +45.3% |
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