-17.4%
HAL vs URA
+272.2%
-289.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.3% | +1.1% |
| 7D | +2.6% | +4.5% | -1.8% | +0.5% |
| 30D | -0.1% | -13.4% | +13.3% | +5.8% |
| 3M | -1.1% | -28.4% | +27.3% | +12.5% |
| 6M | -20.7% | -40.5% | +19.7% | -3.7% |
| YTD | +17.5% | -24.3% | +41.8% | +22.1% |
| 1Y | +24.1% | -28.8% | +52.9% | +32.0% |
| 3Y | -8.4% | +37.6% | -46.0% | -40.2% |
| 5Y | +53.2% | +30.7% | +22.6% | -2.6% |
| All | -17.4% | +272.2% | -289.7% | -76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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