-16.8%
HAL vs URI
+1,246.1%
-1,262.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.2% | -0.8% | +1.0% |
| 7D | -0.2% | +2.6% | -2.8% | -2.0% |
| 30D | +1.0% | +9.1% | -8.1% | -4.6% |
| 3M | -2.1% | +1.0% | -3.1% | -3.8% |
| 6M | -17.5% | +23.3% | -40.8% | -29.1% |
| YTD | +18.1% | +43.3% | -25.2% | -11.4% |
| 1Y | +19.7% | +35.9% | -16.2% | -7.5% |
| 3Y | -7.9% | +158.6% | -166.6% | -56.2% |
| 5Y | +53.1% | +213.1% | -160.1% | -40.2% |
| 10Y | -16.8% | +1,213.1% | -1,229.8% | -88.0% |
| All | -16.8% | +1,246.1% | -1,262.9% | -88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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