+6,893.4%
URI vs HRB
+994.1%
+5,899.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.0% | +5.6% | +3.2% |
| 7D | -2.0% | -5.7% | +3.7% | +0.2% |
| 30D | -12.9% | +7.9% | -20.9% | -16.4% |
| 3M | -6.7% | +32.1% | -38.9% | -18.3% |
| 6M | +19.0% | +62.2% | -43.2% | -6.6% |
| YTD | +25.5% | +16.4% | +9.1% | +11.9% |
| 1Y | +5.5% | -0.3% | +5.8% | -0.2% |
| 3Y | +111.3% | +36.0% | +75.3% | +69.5% |
| 5Y | +198.6% | +125.2% | +73.3% | +85.7% |
| 10Y | +1,179.9% | +237.7% | +942.2% | +509.4% |
| All | +6,893.4% | +994.1% | +5,899.3% | +1,690.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling