-22.8%
HAL vs URI
+12.6%
-35.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -7.1% | +3.8% | -2.5% |
| 7D | -11.1% | -12.9% | +1.8% | -10.0% |
| 30D | -2.4% | -3.4% | +1.0% | -1.9% |
| 3M | +0.8% | -10.0% | +10.8% | +1.7% |
| 6M | -22.8% | +12.2% | -35.0% | -22.6% |
| All | -22.8% | +12.6% | -35.4% | -22.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling