+39.1%
UTHR vs HRB
+16.9%
+22.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.4% | -3.2% | +1.5% |
| 7D | +3.8% | +16.0% | -12.3% | +4.7% |
| 30D | +13.4% | +32.1% | -18.6% | +15.7% |
| 3M | +17.3% | +21.5% | -4.2% | +18.9% |
| 6M | +4.7% | +82.1% | -77.4% | +11.8% |
| YTD | +24.9% | +31.6% | -6.7% | +33.1% |
| 1Y | +39.1% | +15.9% | +23.2% | +50.8% |
| All | +39.1% | +16.9% | +22.2% | +50.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling