+7.3%
FSLY vs HRB
+24.3%
-17.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.5% |
| 7D | +11.8% | -7.8% | +19.5% | +9.3% |
| 30D | -36.5% | +15.7% | -52.3% | -33.6% |
| 3M | -39.7% | -5.5% | -34.2% | -40.0% |
| 6M | -9.7% | +41.1% | -50.8% | +1.1% |
| YTD | +68.9% | +20.4% | +48.5% | +119.0% |
| 1Y | +44.5% | +15.2% | +29.2% | +88.2% |
| All | +7.3% | +24.3% | -17.0% | +8.4% |
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