+58.8%
FDX vs HRB
+8.1%
+50.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.5% | -4.0% | +4.5% | +0.5% |
| 30D | +9.5% | +15.8% | -6.2% | +9.6% |
| 3M | -1.3% | +12.0% | -13.4% | -1.1% |
| 6M | +5.5% | +40.7% | -35.2% | +6.9% |
| YTD | +38.9% | +21.0% | +17.9% | +40.4% |
| 1Y | +58.8% | +11.7% | +47.2% | +62.8% |
| All | +58.8% | +8.1% | +50.7% | +62.8% |
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