+2.0%
WST vs HRB
+144.6%
-142.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | +1.4% | -4.0% | +5.4% | +1.9% |
| 30D | +12.7% | +15.8% | -3.0% | +10.2% |
| 3M | +17.2% | +12.0% | +5.1% | +14.7% |
| 6M | +26.7% | +40.7% | -14.1% | +19.2% |
| YTD | +50.3% | +21.0% | +29.3% | +44.7% |
| 1Y | +50.2% | +11.7% | +38.6% | +46.7% |
| 3Y | +21.7% | +25.0% | -3.2% | +13.2% |
| 5Y | +2.0% | +141.0% | -139.0% | -19.1% |
| All | +2.0% | +144.6% | -142.5% | -19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling