+32.4%
WST vs HRB
-7.7%
+40.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.1% |
| 7D | -1.7% | -10.6% | +9.0% | -0.7% |
| 30D | -4.3% | -0.8% | -3.5% | -4.3% |
| 3M | +0.7% | +19.1% | -18.3% | -1.3% |
| 6M | +36.0% | +48.7% | -12.7% | +29.3% |
| YTD | +22.7% | +7.1% | +15.6% | +25.3% |
| All | +32.4% | -7.7% | +40.1% | +37.0% |
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