+67.7%
USAR vs HRB
+25.9%
+41.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -3.7% |
| 7D | -4.4% | -10.6% | +6.2% | -6.2% |
| 30D | -10.4% | -0.8% | -9.6% | -10.0% |
| 3M | -18.4% | +19.1% | -37.4% | -14.9% |
| 6M | -8.8% | +48.7% | -57.5% | -2.5% |
| YTD | +43.4% | +7.1% | +36.3% | +51.8% |
| 1Y | +21.0% | -8.3% | +29.3% | +27.7% |
| All | +67.7% | +25.9% | +41.8% | +81.2% |
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 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