+72.2%
FDX vs HRB
-9.2%
+81.3%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | +0.1% | -1.6% |
| 7D | -2.3% | -10.6% | +8.3% | -2.4% |
| 30D | -4.9% | -0.8% | -4.1% | -4.7% |
| 3M | -6.5% | +19.1% | -25.5% | -5.6% |
| 6M | +6.7% | +48.7% | -42.0% | +8.0% |
| YTD | +33.9% | +7.1% | +26.8% | +35.6% |
| 1Y | +72.2% | -8.3% | +80.5% | +76.4% |
| All | +72.2% | -9.2% | +81.3% | +76.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling