+68.3%
HAL vs USAR
+27.9%
+40.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | +2.9% | -2.1% | +5.0% | +3.0% |
| 30D | +17.0% | +2.6% | +14.4% | +16.9% |
| 3M | -9.7% | -35.0% | +25.4% | -8.8% |
| 6M | +8.6% | -6.9% | +15.5% | +8.2% |
| YTD | +33.0% | +48.0% | -15.0% | +31.3% |
| 1Y | +68.3% | +24.8% | +43.5% | +56.6% |
| All | +68.3% | +27.9% | +40.4% | +56.6% |
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