+147.4%
URI vs HRB
+36.2%
+111.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.2% | +5.3% | +1.2% |
| 7D | -9.8% | +2.7% | -12.5% | -9.9% |
| 30D | +1.7% | +22.1% | -20.3% | +1.2% |
| 3M | -9.1% | +15.7% | -24.8% | -9.5% |
| 6M | +9.9% | +83.3% | -73.5% | +5.6% |
| YTD | +31.2% | +25.0% | +6.2% | +34.3% |
| 1Y | +25.9% | +6.9% | +19.0% | +32.7% |
| 3Y | +147.4% | +39.0% | +108.3% | +118.3% |
| All | +147.4% | +36.2% | +111.1% | +118.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling