+21.4%
FRSH vs HRB
+16.9%
+4.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +4.4% | -10.7% | -7.9% |
| 7D | -13.8% | +16.0% | -29.8% | -18.9% |
| 30D | +0.3% | +32.1% | -31.8% | -10.6% |
| 3M | +10.1% | +21.5% | -11.4% | +0.5% |
| 6M | +47.7% | +82.1% | -34.4% | +14.2% |
| YTD | +8.2% | +31.6% | -23.4% | -10.0% |
| 1Y | +21.4% | +15.9% | +5.5% | -0.2% |
| All | +21.4% | +16.9% | +4.5% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling