+18.9%
HAL vs URI
+26.0%
-7.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.4% |
| 7D | -12.0% | -9.8% | -2.2% | -10.8% |
| 30D | +0.3% | +1.7% | -1.5% | +0.1% |
| 3M | -1.6% | -9.1% | +7.4% | -0.5% |
| 6M | -20.5% | +9.9% | -30.3% | -21.6% |
| YTD | +14.2% | +31.2% | -17.0% | +5.9% |
| 1Y | +18.9% | +25.9% | -7.1% | +11.3% |
| All | +18.9% | +26.0% | -7.1% | +11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling