+103.1%
HAL vs URI
+7,377.6%
-7,274.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -7.1% | +3.8% | -0.9% |
| 7D | -11.1% | -12.9% | +1.8% | -6.9% |
| 30D | -2.4% | -3.4% | +1.0% | -1.5% |
| 3M | +0.8% | -10.0% | +10.8% | +3.9% |
| 6M | -22.8% | +12.2% | -35.0% | -26.7% |
| YTD | +14.5% | +29.8% | -15.2% | +1.5% |
| 1Y | +20.2% | +24.6% | -4.4% | +7.8% |
| 3Y | -15.2% | +137.6% | -152.8% | -40.1% |
| 5Y | +42.5% | +176.6% | -134.1% | -6.1% |
| 10Y | -16.5% | +1,402.6% | -1,419.1% | -66.4% |
| All | +103.1% | +7,377.6% | -7,274.5% | -67.9% |
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