-61.0%
FLNC vs HRB
+25.9%
-86.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +1.9% | +2.4% |
| 7D | -4.1% | -8.0% | +4.0% | -2.3% |
| 30D | -24.8% | -16.0% | -8.8% | -21.8% |
| 3M | -59.1% | +26.9% | -86.0% | -63.1% |
| 6M | -42.0% | +51.1% | -93.1% | -51.5% |
| YTD | -49.8% | +7.1% | -56.9% | -56.5% |
| 1Y | +43.1% | -9.6% | +52.7% | +25.8% |
| 3Y | -61.0% | +25.4% | -86.4% | -71.1% |
| All | -61.0% | +25.9% | -86.8% | -71.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling