+72.4%
UBER vs HRB
+126.2%
-53.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.8% | -1.4% |
| 7D | -5.4% | -8.0% | +2.6% | -3.2% |
| 30D | -4.9% | -16.0% | +11.1% | -0.4% |
| 3M | +3.0% | +26.9% | -23.8% | -4.5% |
| 6M | -4.4% | +51.1% | -55.5% | -16.9% |
| YTD | -12.3% | +7.1% | -19.3% | -15.6% |
| 1Y | -24.3% | -9.6% | -14.7% | -23.5% |
| 3Y | +46.4% | +25.4% | +21.0% | +28.1% |
| 5Y | +79.7% | +114.9% | -35.2% | +24.8% |
| All | +72.4% | +126.2% | -53.8% | +16.2% |
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 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