+98.5%
FLEX vs HRB
+1.1%
+97.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.0% | +5.5% | +0.4% |
| 7D | -0.9% | -5.7% | +4.8% | -2.5% |
| 30D | -10.1% | +7.9% | -18.1% | -7.8% |
| 3M | -31.3% | +32.1% | -63.5% | -24.5% |
| 6M | +71.3% | +62.2% | +9.0% | +95.7% |
| YTD | +81.2% | +16.4% | +64.8% | +91.6% |
| 1Y | +98.5% | -0.3% | +98.8% | +100.2% |
| All | +98.5% | +1.1% | +97.4% | +100.2% |
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 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