-24.3%
WY vs HRB
+25.9%
-50.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.3% |
| 7D | -4.2% | -8.0% | +3.9% | -3.4% |
| 30D | -10.1% | -16.0% | +5.9% | -8.6% |
| 3M | -8.5% | +26.9% | -35.4% | -10.7% |
| 6M | -3.3% | +51.1% | -54.5% | -7.8% |
| YTD | -4.4% | +7.1% | -11.5% | -2.7% |
| 1Y | -11.5% | -9.6% | -1.9% | -6.8% |
| 3Y | -24.3% | +25.4% | -49.7% | -28.0% |
| All | -24.3% | +25.9% | -50.2% | -28.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling