+547.9%
FAST vs HRB
+246.2%
+301.7%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.2% | +6.2% | +3.6% |
| 7D | +3.8% | -2.4% | +6.3% | +4.3% |
| 30D | +8.1% | +15.7% | -7.7% | +4.7% |
| 3M | +5.8% | +11.4% | -5.6% | +2.7% |
| 6M | +24.9% | +40.7% | -15.9% | +14.9% |
| YTD | +38.9% | +21.0% | +18.0% | +31.0% |
| 1Y | +36.5% | +7.2% | +29.2% | +32.3% |
| 3Y | +98.1% | +29.2% | +69.0% | +81.2% |
| 5Y | +109.3% | +142.3% | -33.0% | +61.9% |
| 10Y | +547.9% | +253.1% | +294.8% | +341.1% |
| All | +547.9% | +246.2% | +301.7% | +341.1% |
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 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