+59.3%
USAR vs HRB
+54.9%
+4.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.6% | -5.4% | -6.1% |
| 7D | -9.3% | -12.2% | +2.8% | -11.3% |
| 30D | -15.2% | -3.0% | -12.2% | -15.2% |
| 3M | -21.1% | +21.7% | -42.8% | -17.7% |
| 6M | -21.6% | +52.3% | -73.9% | -16.4% |
| YTD | +34.8% | +6.5% | +28.3% | +42.3% |
| 1Y | +15.6% | -6.7% | +22.3% | +21.7% |
| 3Y | +57.7% | +25.1% | +32.6% | +69.2% |
| All | +59.3% | +54.9% | +4.4% | +70.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling