+4.6%
UNH vs HRB
+109.9%
-105.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -3.2% | -12.2% | +9.0% | -1.3% |
| 30D | -3.5% | -3.0% | -0.5% | -3.3% |
| 3M | -4.2% | +21.7% | -25.9% | -7.7% |
| 6M | +38.3% | +52.3% | -14.0% | +27.6% |
| YTD | +19.2% | +6.5% | +12.7% | +17.3% |
| 1Y | +15.0% | -6.7% | +21.6% | +15.5% |
| 3Y | -14.5% | +25.1% | -39.6% | -18.7% |
| 5Y | +4.6% | +113.8% | -109.2% | -8.9% |
| All | +4.6% | +109.9% | -105.3% | -8.9% |
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