-16.8%
HAL vs URI
+1,243.8%
-1,260.6%
-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% | +2.4% | -2.6% | -1.9% |
| 30D | +1.0% | +8.9% | -7.9% | -4.5% |
| 3M | -2.1% | +0.8% | -2.9% | -3.7% |
| 6M | -17.5% | +23.1% | -40.6% | -29.1% |
| YTD | +18.1% | +43.1% | -24.9% | -11.3% |
| 1Y | +19.7% | +35.7% | -16.0% | -7.4% |
| 3Y | -7.9% | +158.2% | -166.1% | -56.1% |
| 5Y | +53.1% | +212.6% | -159.5% | -40.2% |
| 10Y | -16.8% | +1,210.8% | -1,227.5% | -88.0% |
| All | -16.8% | +1,243.8% | -1,260.6% | -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