+49.5%
FND vs HRB
+175.0%
-125.5%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -6.5% | +1.9% | -2.4% |
| 7D | +0.4% | -9.1% | +9.4% | +3.6% |
| 30D | -23.6% | +0.3% | -23.8% | -24.2% |
| 3M | +4.3% | +23.4% | -19.1% | -4.0% |
| 6M | -20.3% | +45.1% | -65.4% | -32.0% |
| YTD | -21.3% | +8.9% | -30.2% | -25.8% |
| 1Y | -45.4% | -7.9% | -37.5% | -45.2% |
| 3Y | -48.9% | +27.9% | -76.8% | -56.1% |
| 5Y | -61.0% | +108.3% | -169.4% | -72.8% |
| All | +49.5% | +175.0% | -125.5% | -18.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling