+175.5%
FDX vs HRB
+213.0%
-37.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.5% | +3.9% | -1.1% |
| 7D | -3.3% | -9.1% | +5.7% | -1.1% |
| 30D | -1.4% | +0.3% | -1.6% | -1.9% |
| 3M | -4.5% | +23.4% | -27.9% | -10.2% |
| 6M | +9.4% | +45.1% | -35.7% | -2.3% |
| YTD | +36.0% | +8.9% | +27.1% | +30.5% |
| 1Y | +75.5% | -7.9% | +83.4% | +75.9% |
| 3Y | +62.8% | +27.9% | +34.9% | +44.5% |
| 5Y | +64.4% | +108.3% | -43.9% | +22.6% |
| 10Y | +175.5% | +208.4% | -33.0% | +69.1% |
| All | +175.5% | +213.0% | -37.5% | +69.1% |
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