+25.6%
HAL vs USAR
-49.3%
+74.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.9% | +2.7% | -2.9% |
| 7D | -7.7% | -21.8% | +14.0% | -6.7% |
| 30D | +0.7% | -39.9% | +40.6% | +2.8% |
| 3M | +2.5% | -52.5% | +55.0% | +5.5% |
| 6M | -20.7% | -67.9% | +47.3% | -16.9% |
| YTD | +18.4% | -31.1% | +49.5% | +14.5% |
| 1Y | +25.6% | -49.8% | +75.4% | +23.7% |
| All | +25.6% | -49.3% | +74.9% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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