+124.9%
UTHR vs HRB
+25.9%
+99.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.4% | +1.8% |
| 7D | +3.0% | -10.6% | +13.6% | +3.0% |
| 30D | -4.3% | -0.8% | -3.5% | -4.4% |
| 3M | -8.4% | +19.1% | -27.4% | -8.6% |
| 6M | -4.2% | +48.7% | -52.9% | -4.2% |
| YTD | +4.0% | +7.1% | -3.1% | +6.9% |
| 1Y | +25.5% | -8.3% | +33.8% | +31.0% |
| All | +124.9% | +25.9% | +99.0% | +143.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling