+7,901.8%
UTHR vs HRB
+869.5%
+7,032.3%
-93.2%
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% | +0.2% |
| 7D | -5.4% | -5.7% | +0.3% | -4.4% |
| 30D | -6.0% | +7.9% | -14.0% | -7.7% |
| 3M | -11.0% | +32.1% | -43.1% | -15.9% |
| 6M | -0.5% | +62.2% | -62.8% | -10.6% |
| YTD | +0.1% | +16.4% | -16.3% | -4.6% |
| 1Y | +28.2% | -0.3% | +28.4% | +25.7% |
| 3Y | +113.8% | +36.0% | +77.8% | +94.3% |
| 5Y | +131.3% | +125.2% | +6.1% | +85.5% |
| 10Y | +296.7% | +237.7% | +59.1% | +172.2% |
| All | +7,901.8% | +869.5% | +7,032.3% | +3,800.0% |
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 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