-71.6%
FLNC vs HRB
+130.7%
-202.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +1.9% | +2.3% |
| 7D | -4.1% | -8.0% | +4.0% | -2.0% |
| 30D | -24.8% | -16.0% | -8.8% | -21.4% |
| 3M | -59.1% | +26.9% | -86.0% | -63.1% |
| 6M | -42.0% | +51.1% | -93.1% | -51.0% |
| YTD | -49.8% | +7.1% | -56.9% | -54.2% |
| 1Y | +43.1% | -9.6% | +52.7% | +34.9% |
| 3Y | -61.0% | +25.4% | -86.4% | -67.7% |
| All | -71.6% | +130.7% | -202.4% | -77.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling