-20.5%
HAL vs URA
-41.6%
+21.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.6% | -0.2% |
| 7D | -12.0% | -4.1% | -7.9% | -12.1% |
| 30D | +0.3% | -19.0% | +19.3% | -0.7% |
| 3M | -1.6% | -25.1% | +23.5% | -3.0% |
| 6M | -20.5% | -44.5% | +24.0% | -22.2% |
| All | -20.5% | -41.6% | +21.1% | -22.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling