-29.0%
URA vs HRB
+8.1%
-37.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.2% | +5.7% | +1.8% |
| 7D | +0.3% | -4.0% | +4.3% | -0.5% |
| 30D | -14.8% | +15.8% | -30.5% | -11.9% |
| 3M | -25.3% | +12.0% | -37.3% | -22.9% |
| 6M | -39.9% | +40.7% | -80.7% | -34.7% |
| YTD | -22.4% | +21.0% | -43.4% | -16.6% |
| 1Y | -29.0% | +11.7% | -40.6% | -22.8% |
| All | -29.0% | +8.1% | -37.1% | -22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling