-17.9%
USAR vs HRB
+75.9%
-93.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | +0.8% | -8.1% | +8.9% | -0.8% |
| 30D | -30.1% | +15.0% | -45.1% | -28.1% |
| 3M | -56.3% | +10.2% | -66.5% | -55.1% |
| 6M | -68.6% | +44.2% | -112.8% | -66.2% |
| YTD | -30.5% | +21.0% | -51.5% | -24.7% |
| 1Y | -53.5% | +12.0% | -65.5% | -49.6% |
| 3Y | -19.3% | +24.9% | -44.2% | -11.2% |
| All | -17.9% | +75.9% | -93.8% | -9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling