-68.4%
FLNC vs HRB
+16.9%
-85.3%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +4.4% | +5.8% | +9.0% |
| 7D | -2.1% | +16.0% | -18.1% | -6.0% |
| 30D | -20.8% | +32.1% | -52.9% | -27.5% |
| 3M | -61.3% | +21.5% | -82.8% | -64.1% |
| 6M | -50.9% | +82.1% | -132.9% | -66.8% |
| YTD | -69.4% | +31.6% | -101.0% | -77.2% |
| 1Y | -68.4% | +15.9% | -84.3% | -75.7% |
| All | -68.4% | +16.9% | -85.3% | -75.7% |
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