+7,917.6%
FLEX vs HRB
+1,080.2%
+6,837.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.0% | +5.5% | +2.9% |
| 7D | -0.9% | -5.7% | +4.8% | +1.1% |
| 30D | -10.1% | +7.9% | -18.1% | -13.3% |
| 3M | -31.3% | +32.1% | -63.5% | -39.5% |
| 6M | +71.3% | +62.2% | +9.0% | +35.7% |
| YTD | +81.2% | +16.4% | +64.8% | +61.7% |
| 1Y | +98.5% | -0.3% | +98.8% | +86.5% |
| 3Y | +428.2% | +36.0% | +392.2% | +324.6% |
| 5Y | +657.3% | +125.2% | +532.1% | +381.8% |
| 10Y | +995.9% | +237.7% | +758.3% | +435.4% |
| All | +7,917.6% | +1,080.2% | +6,837.4% | +1,807.3% |
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