-13.0%
USAR vs HRB
+75.9%
-88.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.2% | +9.7% | +5.8% |
| 7D | -1.1% | -2.4% | +1.4% | -1.4% |
| 30D | -30.3% | +15.7% | -46.0% | -28.2% |
| 3M | -54.7% | +11.4% | -66.1% | -53.4% |
| 6M | -67.5% | +40.7% | -108.2% | -65.1% |
| YTD | -26.4% | +21.0% | -47.3% | -20.2% |
| 1Y | -49.5% | +7.2% | -56.8% | -45.4% |
| 3Y | -14.5% | +29.2% | -43.6% | -5.8% |
| All | -13.0% | +75.9% | -88.9% | -4.2% |
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 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