-50.2%
FSLY vs HRB
+104.8%
-155.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.6% | +7.3% | +5.7% |
| 7D | +11.2% | -10.6% | +21.8% | +11.7% |
| 30D | -18.2% | -0.8% | -17.3% | -18.2% |
| 3M | +21.9% | +19.1% | +2.8% | +20.4% |
| 6M | +4.0% | +48.7% | -44.7% | +1.6% |
| YTD | +123.1% | +7.1% | +116.0% | +140.2% |
| 1Y | +196.9% | -8.3% | +205.2% | +235.2% |
| 3Y | -1.3% | +25.8% | -27.1% | -9.2% |
| 5Y | -50.2% | +111.1% | -161.3% | -62.2% |
| All | -50.2% | +104.8% | -155.1% | -62.2% |
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