+33.4%
URI vs HRB
+11.7%
+21.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -1.1% |
| 7D | +9.3% | -7.8% | +17.1% | +8.5% |
| 30D | +7.6% | +15.7% | -8.1% | +9.1% |
| 3M | +1.0% | -5.5% | +6.6% | +0.6% |
| 6M | +19.8% | +41.1% | -21.3% | +24.3% |
| YTD | +41.9% | +20.4% | +21.5% | +56.5% |
| 1Y | +33.4% | +15.2% | +18.1% | +49.3% |
| All | +33.4% | +11.7% | +21.7% | +49.3% |
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