+74.9%
USAR vs HRB
+69.3%
+5.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.5% | -1.1% |
| 7D | -2.1% | -5.7% | +3.6% | -3.1% |
| 30D | +2.6% | +7.9% | -5.3% | +4.5% |
| 3M | -35.0% | +32.1% | -67.1% | -31.2% |
| 6M | -6.9% | +62.2% | -69.1% | +0.7% |
| YTD | +48.0% | +16.4% | +31.6% | +58.5% |
| 1Y | +24.8% | -0.3% | +25.1% | +33.3% |
| 3Y | +73.2% | +36.0% | +37.2% | +88.6% |
| All | +74.9% | +69.3% | +5.6% | +90.4% |
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