+12,330.1%
WST vs HRB
+3,357.9%
+8,972.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.0% | +3.2% | -0.2% |
| 7D | +0.7% | -5.7% | +6.4% | +1.7% |
| 30D | -3.1% | +7.9% | -11.1% | -4.6% |
| 3M | +7.2% | +32.1% | -24.9% | +1.9% |
| 6M | +36.8% | +62.2% | -25.4% | +24.9% |
| YTD | +23.8% | +16.4% | +7.4% | +19.1% |
| 1Y | +37.8% | -0.3% | +38.0% | +35.8% |
| 3Y | -15.9% | +36.0% | -51.9% | -22.3% |
| 5Y | -25.8% | +125.2% | -151.0% | -37.8% |
| 10Y | +319.6% | +237.7% | +81.9% | +209.2% |
| All | +12,330.1% | +3,357.9% | +8,972.2% | +6,640.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling