+1,157.2%
URI vs HRB
+213.0%
+944.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.5% | +7.0% | +2.6% |
| 7D | +2.5% | -9.1% | +11.6% | +5.5% |
| 30D | -12.5% | +0.3% | -12.8% | -13.4% |
| 3M | -6.2% | +23.4% | -29.6% | -14.2% |
| 6M | +25.9% | +45.1% | -19.3% | +6.6% |
| YTD | +26.2% | +8.9% | +17.3% | +18.3% |
| 1Y | +5.5% | -7.9% | +13.4% | +5.1% |
| 3Y | +125.0% | +27.9% | +97.0% | +88.9% |
| 5Y | +210.4% | +108.3% | +102.1% | +105.3% |
| 10Y | +1,157.2% | +208.4% | +948.8% | +589.3% |
| All | +1,157.2% | +213.0% | +944.2% | +589.3% |
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 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