+134.5%
URA vs HRB
+112.6%
+21.8%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -6.5% | +9.6% | +3.3% |
| 7D | +8.1% | -9.1% | +17.2% | +8.4% |
| 30D | +5.8% | +0.3% | +5.5% | +5.6% |
| 3M | +3.4% | +23.4% | -19.9% | +2.2% |
| 6M | -2.6% | +45.1% | -47.8% | -5.3% |
| YTD | +11.2% | +8.9% | +2.3% | +12.0% |
| 1Y | +19.8% | -7.9% | +27.7% | +23.4% |
| 3Y | +121.5% | +27.9% | +93.5% | +106.7% |
| 5Y | +134.5% | +108.3% | +26.1% | +85.6% |
| All | +134.5% | +112.6% | +21.8% | +85.6% |
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 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