+69,298.0%
FAST vs HRB
+3,357.9%
+65,940.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.0% | +4.7% | +1.9% |
| 7D | -0.4% | -5.7% | +5.3% | +1.2% |
| 30D | -0.8% | +7.9% | -8.7% | -3.4% |
| 3M | +5.8% | +32.1% | -26.4% | -3.1% |
| 6M | +8.0% | +62.2% | -54.3% | -8.0% |
| YTD | +25.6% | +16.4% | +9.2% | +16.9% |
| 1Y | +0.8% | -0.3% | +1.1% | -2.2% |
| 3Y | +86.1% | +36.0% | +50.1% | +62.1% |
| 5Y | +100.2% | +125.2% | -25.0% | +46.5% |
| 10Y | +494.2% | +237.7% | +256.5% | +251.2% |
| All | +69,298.0% | +3,357.9% | +65,940.1% | +15,851.0% |
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 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