-18.6%
HAL vs URI
+1,374.0%
-1,392.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.9% |
| 7D | -12.0% | -9.8% | -2.2% | -6.8% |
| 30D | +0.3% | +1.7% | -1.5% | -1.2% |
| 3M | -1.6% | -9.1% | +7.4% | +2.8% |
| 6M | -20.5% | +9.9% | -30.3% | -26.7% |
| YTD | +14.2% | +31.2% | -17.0% | -9.3% |
| 1Y | +18.9% | +25.9% | -7.1% | -3.5% |
| 3Y | -13.7% | +147.4% | -161.1% | -57.4% |
| 5Y | +42.2% | +179.7% | -137.6% | -39.3% |
| All | -18.6% | +1,374.0% | -1,392.6% | -86.2% |
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