+53.3%
FLNC vs HRB
+1.1%
+52.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.0% | +5.5% | +2.6% |
| 7D | -4.9% | -5.7% | +0.8% | -3.3% |
| 30D | -27.3% | +7.9% | -35.2% | -29.3% |
| 3M | -61.9% | +32.1% | -94.0% | -67.0% |
| 6M | -34.5% | +62.2% | -96.7% | -51.9% |
| YTD | -47.7% | +16.4% | -64.1% | -61.3% |
| 1Y | +53.3% | -0.3% | +53.6% | +4.5% |
| All | +53.3% | +1.1% | +52.3% | +4.5% |
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