+14,947.6%
WST vs HRB
+3,475.6%
+11,472.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | +4.9% | -7.8% | +12.6% | +6.2% |
| 30D | +10.7% | +15.7% | -5.1% | +7.9% |
| 3M | +16.8% | -5.5% | +22.3% | +17.5% |
| 6M | +32.0% | +41.1% | -9.2% | +23.6% |
| YTD | +49.9% | +20.4% | +29.6% | +43.0% |
| 1Y | +50.6% | +15.2% | +35.4% | +44.6% |
| 3Y | +21.4% | +24.3% | -2.9% | +13.6% |
| 5Y | -0.6% | +144.7% | -145.3% | -17.9% |
| 10Y | +449.4% | +227.8% | +221.6% | +306.3% |
| All | +14,947.6% | +3,475.6% | +11,472.0% | +7,991.6% |
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