+228.4%
UNH vs HRB
+209.1%
+19.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.5% |
| 7D | -4.5% | -8.0% | +3.5% | -2.8% |
| 30D | -6.5% | -16.0% | +9.4% | -2.9% |
| 3M | -6.0% | +26.9% | -32.9% | -11.9% |
| 6M | +33.7% | +51.1% | -17.5% | +19.0% |
| YTD | +16.4% | +7.1% | +9.3% | +12.5% |
| 1Y | +10.1% | -9.6% | +19.7% | +10.7% |
| 3Y | -16.3% | +25.4% | -41.7% | -23.9% |
| 5Y | +2.1% | +114.9% | -112.8% | -22.0% |
| All | +228.4% | +209.1% | +19.2% | +108.0% |
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