+231.3%
FLR vs HRB
+114.1%
+117.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.2% |
| 7D | -3.5% | -8.0% | +4.5% | -2.9% |
| 30D | +4.2% | -16.0% | +20.1% | +5.4% |
| 3M | +8.1% | +26.9% | -18.8% | +4.6% |
| 6M | +21.5% | +51.1% | -29.6% | +13.4% |
| YTD | +36.8% | +7.1% | +29.7% | +37.1% |
| 1Y | +31.2% | -9.6% | +40.8% | +36.4% |
| 3Y | +53.9% | +25.4% | +28.5% | +43.0% |
| All | +231.3% | +114.1% | +117.2% | +153.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling