+137,274.2%
UNH vs HRB
+3,134.5%
+134,139.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.5% | +7.4% | +2.7% |
| 7D | +1.1% | -9.1% | +10.2% | +3.6% |
| 30D | -1.5% | +0.3% | -1.8% | -2.2% |
| 3M | -0.8% | +23.4% | -24.2% | -7.3% |
| 6M | +41.8% | +45.1% | -3.3% | +25.4% |
| YTD | +23.1% | +8.9% | +14.2% | +17.2% |
| 1Y | +28.5% | -7.9% | +36.4% | +27.8% |
| 3Y | -11.8% | +27.9% | -39.7% | -21.4% |
| 5Y | +5.3% | +108.3% | -103.0% | -20.6% |
| 10Y | +247.4% | +208.4% | +39.0% | +116.3% |
| All | +137,274.2% | +3,134.5% | +134,139.7% | +27,198.1% |
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