+55.7%
FLR vs HRB
+25.9%
+29.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.5% | -3.3% |
| 7D | -3.1% | -10.6% | +7.5% | -3.8% |
| 30D | +4.9% | -0.8% | +5.8% | +4.9% |
| 3M | +10.8% | +19.1% | -8.2% | +11.3% |
| 6M | +19.7% | +48.7% | -29.0% | +19.4% |
| YTD | +38.4% | +7.1% | +31.3% | +44.7% |
| 1Y | +34.7% | -8.3% | +43.0% | +44.0% |
| All | +55.7% | +25.9% | +29.7% | +39.8% |
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