-40.4%
WU vs HRB
+209.1%
-249.5%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | 0.0% | +0.4% |
| 7D | -3.5% | -8.0% | +4.5% | -1.5% |
| 30D | -2.9% | -16.0% | +13.0% | +1.2% |
| 3M | -2.3% | +26.9% | -29.1% | -8.3% |
| 6M | -25.4% | +51.1% | -76.5% | -33.5% |
| YTD | -21.2% | +7.1% | -28.3% | -23.7% |
| 1Y | -8.9% | -9.6% | +0.8% | -7.9% |
| 3Y | -29.0% | +25.4% | -54.4% | -35.2% |
| 5Y | -50.7% | +114.9% | -165.7% | -62.0% |
| All | -40.4% | +209.1% | -249.5% | -61.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling