+47.4%
HAL vs URI
+194.6%
-147.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.7% |
| 7D | -6.5% | -6.0% | -0.5% | -4.4% |
| 30D | -2.1% | +4.6% | -6.7% | -4.2% |
| 3M | -4.9% | -2.7% | -2.2% | -4.4% |
| 6M | -19.3% | +18.4% | -37.7% | -25.9% |
| YTD | +14.3% | +37.4% | -23.1% | -4.3% |
| 1Y | +17.3% | +30.4% | -13.1% | +0.4% |
| 3Y | -10.9% | +147.9% | -158.8% | -46.2% |
| 5Y | +47.4% | +202.1% | -154.7% | -20.7% |
| All | +47.4% | +194.6% | -147.2% | -20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling