+73.7%
UAL vs HRB
+221.6%
-147.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.1% |
| 7D | -3.0% | -5.1% | +2.0% | -0.9% |
| 30D | +10.5% | +8.7% | +1.8% | +6.1% |
| 3M | -13.5% | -5.4% | -8.1% | -12.3% |
| 6M | +14.2% | +41.6% | -27.3% | -5.6% |
| YTD | -2.2% | +18.7% | -20.9% | -14.2% |
| 1Y | +12.5% | +16.4% | -3.9% | -0.6% |
| 3Y | +186.8% | +22.0% | +164.8% | +134.6% |
| 5Y | +119.4% | +141.2% | -21.9% | +15.4% |
| All | +73.7% | +221.6% | -147.9% | -25.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling