+7,210.0%
URI vs HRB
+1,075.1%
+6,134.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.2% | +5.3% | +2.8% |
| 7D | -9.8% | +2.7% | -12.5% | -10.9% |
| 30D | +1.7% | +22.1% | -20.3% | -6.4% |
| 3M | -9.1% | +15.7% | -24.8% | -15.7% |
| 6M | +9.9% | +83.3% | -73.5% | -18.0% |
| YTD | +31.2% | +25.0% | +6.2% | +12.7% |
| 1Y | +25.9% | +6.9% | +19.0% | +15.2% |
| 3Y | +147.4% | +39.0% | +108.3% | +95.4% |
| 5Y | +179.7% | +146.4% | +33.3% | +66.8% |
| 10Y | +1,419.5% | +254.4% | +1,165.1% | +604.5% |
| All | +7,210.0% | +1,075.1% | +6,134.9% | +1,704.2% |
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