+135.9%
HAL vs URI
+7,134.6%
-6,998.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.1% |
| 7D | +2.9% | -2.0% | +4.9% | +3.6% |
| 30D | +17.0% | -12.9% | +30.0% | +22.4% |
| 3M | -9.7% | -6.7% | -2.9% | -8.2% |
| 6M | +8.6% | +19.0% | -10.4% | 0.0% |
| YTD | +33.0% | +25.5% | +7.5% | +19.6% |
| 1Y | +68.3% | +5.5% | +62.8% | +59.8% |
| 3Y | +0.1% | +111.3% | -111.2% | -26.5% |
| 5Y | +102.6% | +198.6% | -95.9% | +30.6% |
| 10Y | +3.8% | +1,179.9% | -1,176.1% | -56.3% |
| All | +135.9% | +7,134.6% | -6,998.7% | -62.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling