+663.2%
FLEX vs HRB
+126.2%
+537.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.0% | +5.5% | +1.7% |
| 7D | -0.9% | -5.7% | +4.8% | -0.6% |
| 30D | -10.1% | +7.9% | -18.1% | -10.8% |
| 3M | -31.3% | +32.1% | -63.5% | -33.3% |
| 6M | +71.3% | +62.2% | +9.0% | +60.1% |
| YTD | +81.2% | +16.4% | +64.8% | +81.3% |
| 1Y | +98.5% | -0.3% | +98.8% | +105.0% |
| 3Y | +428.2% | +36.0% | +392.2% | +382.4% |
| All | +663.2% | +126.2% | +537.0% | +544.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling