+25.6%
HAL vs AUR
-17.4%
+43.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.4% | +1.3% | -3.0% |
| 7D | -7.7% | -19.8% | +12.1% | -7.4% |
| 30D | +0.7% | -29.0% | +29.7% | +1.2% |
| 3M | +2.5% | -43.6% | +46.0% | +3.3% |
| 6M | -20.7% | -36.6% | +16.0% | -20.5% |
| YTD | +18.4% | +6.3% | +12.1% | +12.3% |
| 1Y | +25.6% | -9.0% | +34.6% | +21.2% |
| All | +25.6% | -17.4% | +43.0% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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