+2.2%
FDX vs HRB
+79.9%
-77.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.2% | +1.5% | -2.6% |
| 7D | -1.6% | +2.7% | -4.3% | -1.6% |
| 30D | +6.6% | +22.1% | -15.5% | +6.5% |
| 3M | -2.1% | +15.7% | -17.8% | -1.9% |
| 6M | +2.2% | +83.3% | -81.2% | +4.2% |
| All | +2.2% | +79.9% | -77.7% | +4.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling