+104.7%
FLEX vs HRB
-5.9%
+110.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -6.5% | +10.8% | +2.5% |
| 7D | +7.0% | -9.1% | +16.0% | +4.2% |
| 30D | -5.8% | +0.3% | -6.1% | -5.3% |
| 3M | -24.2% | +23.4% | -47.6% | -18.2% |
| 6M | +90.8% | +45.1% | +45.7% | +114.1% |
| YTD | +89.2% | +8.9% | +80.3% | +96.1% |
| 1Y | +104.7% | -7.9% | +112.6% | +100.9% |
| All | +104.7% | -5.9% | +110.6% | +100.9% |
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