+9,601.3%
UTHR vs HRB
+888.3%
+8,713.0%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.1% | -0.1% |
| 7D | +5.2% | -5.1% | +10.3% | +6.1% |
| 30D | +9.5% | +8.7% | +0.8% | +7.7% |
| 3M | +17.9% | -5.4% | +23.3% | +18.7% |
| 6M | +2.0% | +41.6% | -39.6% | -5.3% |
| YTD | +21.3% | +18.7% | +2.7% | +14.9% |
| 1Y | +27.9% | +16.4% | +11.4% | +21.5% |
| 3Y | +162.3% | +22.0% | +140.4% | +143.4% |
| 5Y | +190.7% | +141.2% | +49.5% | +129.4% |
| 10Y | +365.5% | +223.1% | +142.3% | +222.3% |
| All | +9,601.3% | +888.3% | +8,713.0% | +4,598.7% |
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