+32.9%
URI vs HRB
+16.9%
+16.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.4% | -8.8% | -4.0% |
| 7D | -4.3% | +16.0% | -20.4% | -3.0% |
| 30D | +4.6% | +32.1% | -27.5% | +7.4% |
| 3M | -2.1% | +21.5% | -23.6% | 0.0% |
| 6M | +21.9% | +82.1% | -60.2% | +29.4% |
| YTD | +39.7% | +31.6% | +8.1% | +52.5% |
| 1Y | +32.9% | +15.9% | +17.0% | +45.3% |
| All | +32.9% | +16.9% | +16.0% | +45.3% |
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