+1,086.7%
FLEX vs HRB
+205.6%
+881.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -1.0% |
| 7D | +6.4% | -10.6% | +17.0% | +9.0% |
| 30D | -5.9% | -0.8% | -5.0% | -6.4% |
| 3M | -23.5% | +19.1% | -42.5% | -28.2% |
| 6M | +83.7% | +48.7% | +35.0% | +58.4% |
| YTD | +86.5% | +7.1% | +79.4% | +77.4% |
| 1Y | +100.5% | -8.3% | +108.8% | +99.4% |
| 3Y | +469.8% | +25.8% | +444.0% | +390.3% |
| 5Y | +725.7% | +111.1% | +614.6% | +475.4% |
| 10Y | +1,086.7% | +206.6% | +880.1% | +587.6% |
| All | +1,086.7% | +205.6% | +881.1% | +587.6% |
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