+19.6%
FLEX vs HRB
+8.1%
+11.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -13.6% | -4.0% | -9.6% | -14.6% |
| 30D | -36.5% | +15.8% | -52.3% | -32.9% |
| 3M | -36.4% | +12.0% | -48.5% | -33.1% |
| 6M | -46.5% | +40.7% | -87.2% | -39.4% |
| YTD | +25.9% | +21.0% | +5.0% | +39.6% |
| 1Y | +19.6% | +11.7% | +7.9% | +32.8% |
| All | +19.6% | +8.1% | +11.4% | +32.8% |
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