+227.6%
WSM vs HRB
+25.2%
+202.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.6% |
| 7D | +0.4% | -12.2% | +12.6% | +1.8% |
| 30D | -10.7% | -3.0% | -7.8% | -10.7% |
| 3M | +8.5% | +21.7% | -13.2% | +5.4% |
| 6M | +19.6% | +52.3% | -32.7% | +11.9% |
| YTD | +26.6% | +6.5% | +20.1% | +26.3% |
| 1Y | +12.0% | -6.7% | +18.6% | +14.4% |
| All | +227.6% | +25.2% | +202.4% | +187.5% |
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