-2.8%
HAL vs USAR
-19.4%
+16.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +3.1% |
| 7D | +6.1% | -0.8% | +6.9% | +6.1% |
| 30D | +2.9% | -20.9% | +23.8% | +3.0% |
| 3M | +3.3% | -56.2% | +59.5% | +3.8% |
| 6M | -16.9% | -67.9% | +51.0% | -16.4% |
| YTD | +21.2% | -31.4% | +52.6% | +21.6% |
| 1Y | +27.5% | -45.1% | +72.6% | +27.9% |
| 3Y | -6.4% | -20.3% | +13.9% | +1.5% |
| All | -2.8% | -19.4% | +16.6% | +10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling