-56.0%
USAR vs HRB
+15.1%
-71.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.8% | -8.7% | -9.8% |
| 7D | -29.5% | +10.7% | -40.2% | -26.9% |
| 30D | -46.0% | +29.0% | -75.0% | -41.3% |
| 3M | -56.8% | +21.0% | -77.8% | -53.4% |
| 6M | -72.9% | +86.9% | -159.9% | -66.8% |
| YTD | -37.6% | +30.5% | -68.2% | -26.6% |
| 1Y | -56.0% | +13.6% | -69.6% | -45.1% |
| All | -56.0% | +15.1% | -71.1% | -45.1% |
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