+377.5%
URA vs HRB
+205.6%
+171.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -1.1% |
| 7D | +5.7% | -10.6% | +16.3% | +7.1% |
| 30D | +5.6% | -0.8% | +6.4% | +5.4% |
| 3M | +6.2% | +19.1% | -12.8% | +3.0% |
| 6M | -8.2% | +48.7% | -56.9% | -14.7% |
| YTD | +9.7% | +7.1% | +2.6% | +7.4% |
| 1Y | +17.0% | -8.3% | +25.3% | +17.4% |
| 3Y | +118.5% | +25.8% | +92.6% | +101.7% |
| 5Y | +134.3% | +111.1% | +23.2% | +92.2% |
| 10Y | +377.5% | +206.6% | +170.9% | +236.7% |
| All | +377.5% | +205.6% | +171.9% | +236.7% |
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