+626.9%
FLEX vs HRB
+252.0%
+375.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -13.6% | -4.0% | -9.6% | -13.1% |
| 30D | -36.5% | +15.8% | -52.3% | -39.1% |
| 3M | -36.4% | +12.0% | -48.5% | -39.1% |
| 6M | -46.5% | +40.7% | -87.2% | -52.5% |
| YTD | +25.9% | +21.0% | +5.0% | +15.4% |
| 1Y | +19.6% | +11.7% | +7.9% | +12.2% |
| 3Y | +287.0% | +25.0% | +262.1% | +236.7% |
| 5Y | +466.6% | +141.0% | +325.6% | +279.0% |
| 10Y | +626.9% | +241.3% | +385.7% | +314.5% |
| All | +626.9% | +252.0% | +375.0% | +314.5% |
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