+105.3%
HAL vs URA
+128.0%
-22.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.8% |
| 7D | +2.9% | +1.1% | +1.9% | +2.6% |
| 30D | +17.0% | +7.4% | +9.6% | +14.2% |
| 3M | -9.7% | -8.4% | -1.3% | -8.2% |
| 6M | +8.6% | -12.7% | +21.3% | +10.3% |
| YTD | +33.0% | +7.8% | +25.2% | +24.4% |
| 1Y | +68.3% | +19.5% | +48.9% | +47.3% |
| 3Y | +0.1% | +116.4% | -116.3% | -36.6% |
| All | +105.3% | +128.0% | -22.7% | +23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling