+5,623.1%
FLEX vs HRB
+1,126.4%
+4,496.7%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -3.2% | +15.3% | +13.1% |
| 7D | -7.2% | -2.4% | -4.7% | -6.8% |
| 30D | -34.8% | +15.7% | -50.5% | -38.8% |
| 3M | -35.6% | +11.4% | -47.0% | -39.6% |
| 6M | -45.0% | +40.7% | -85.7% | -53.7% |
| YTD | +29.4% | +21.0% | +8.4% | +11.9% |
| 1Y | +24.8% | +7.2% | +17.5% | +12.7% |
| 3Y | +304.4% | +29.2% | +275.3% | +227.1% |
| 5Y | +484.1% | +142.3% | +341.7% | +256.0% |
| 10Y | +640.4% | +253.1% | +387.3% | +250.2% |
| All | +5,623.1% | +1,126.4% | +4,496.7% | +1,219.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling