-3.2%
FSLY vs HRB
+25.9%
-29.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.6% | +7.3% | +5.3% |
| 7D | +11.2% | -10.6% | +21.8% | +8.5% |
| 30D | -18.2% | -0.8% | -17.3% | -17.9% |
| 3M | +21.9% | +19.1% | +2.8% | +28.2% |
| 6M | +4.0% | +48.7% | -44.7% | +23.4% |
| YTD | +123.1% | +7.1% | +116.0% | +176.2% |
| 1Y | +196.9% | -8.3% | +205.2% | +275.7% |
| All | -3.2% | +25.9% | -29.2% | -15.0% |
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