+75.9%
UBER vs HRB
+130.1%
-54.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.5% | +3.0% | -1.7% |
| 7D | -2.8% | -9.1% | +6.3% | -0.3% |
| 30D | -2.5% | +0.3% | -2.8% | -3.3% |
| 3M | +4.4% | +23.4% | -19.0% | -2.5% |
| 6M | -2.7% | +45.1% | -47.8% | -14.3% |
| YTD | -10.5% | +8.9% | -19.4% | -14.2% |
| 1Y | -22.5% | -7.9% | -14.6% | -22.1% |
| 3Y | +54.8% | +27.9% | +26.9% | +34.7% |
| 5Y | +82.5% | +108.3% | -25.8% | +28.5% |
| All | +75.9% | +130.1% | -54.2% | +18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling