+25.5%
FLEX vs HRB
+12.2%
+13.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +2.2% | -8.1% | +10.3% | -0.6% |
| 30D | -32.6% | +15.0% | -47.7% | -28.9% |
| 3M | -35.5% | +10.2% | -45.7% | -32.5% |
| 6M | -45.6% | +44.2% | -89.8% | -38.2% |
| YTD | +30.7% | +21.0% | +9.7% | +46.2% |
| All | +25.5% | +12.2% | +13.3% | +40.5% |
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 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