+121.5%
URA vs HRB
+28.7%
+92.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -6.5% | +9.6% | +2.4% |
| 7D | +8.1% | -9.1% | +17.2% | +7.0% |
| 30D | +5.8% | +0.3% | +5.5% | +6.0% |
| 3M | +3.4% | +23.4% | -19.9% | +6.3% |
| 6M | -2.6% | +45.1% | -47.8% | +1.6% |
| YTD | +11.2% | +8.9% | +2.3% | +15.3% |
| 1Y | +19.8% | -7.9% | +27.7% | +24.3% |
| 3Y | +121.5% | +27.9% | +93.5% | +106.6% |
| All | +121.5% | +28.7% | +92.7% | +106.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling