+299.0%
UTHR vs HRB
+209.1%
+89.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.9% | -1.4% |
| 7D | +1.9% | -8.0% | +10.0% | +2.9% |
| 30D | -2.9% | -16.0% | +13.1% | -1.0% |
| 3M | -8.9% | +26.9% | -35.7% | -11.8% |
| 6M | -8.7% | +51.1% | -59.9% | -14.1% |
| YTD | +2.0% | +7.1% | -5.0% | +0.5% |
| 1Y | +22.8% | -9.6% | +32.4% | +23.8% |
| 3Y | +120.6% | +25.4% | +95.2% | +109.4% |
| 5Y | +136.4% | +114.9% | +21.5% | +102.5% |
| All | +299.0% | +209.1% | +89.9% | +207.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling