+1,182.4%
URI vs HRB
+252.0%
+930.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -6.0% | -4.0% | -1.9% | -5.0% |
| 30D | +4.6% | +15.8% | -11.2% | -0.7% |
| 3M | -2.7% | +12.0% | -14.7% | -7.7% |
| 6M | +18.4% | +40.7% | -22.4% | +2.6% |
| YTD | +37.4% | +21.0% | +16.4% | +23.5% |
| 1Y | +30.4% | +11.7% | +18.7% | +20.8% |
| 3Y | +147.9% | +25.0% | +123.0% | +110.8% |
| 5Y | +202.1% | +141.0% | +61.0% | +87.4% |
| 10Y | +1,182.4% | +241.3% | +941.2% | +556.9% |
| All | +1,182.4% | +252.0% | +930.5% | +556.9% |
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