-8.4%
HAL vs USAR
-18.7%
+10.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.8% | -11.1% | -0.3% |
| 7D | -12.0% | -14.5% | +2.5% | -11.9% |
| 30D | +0.3% | -37.8% | +38.1% | +0.6% |
| 3M | -1.6% | -52.8% | +51.2% | -1.2% |
| 6M | -20.5% | -71.2% | +50.8% | -19.9% |
| YTD | +14.2% | -30.9% | +45.1% | +14.7% |
| 1Y | +18.9% | -48.0% | +66.9% | +19.2% |
| 3Y | -13.7% | -19.7% | +6.0% | -6.5% |
| All | -8.4% | -18.7% | +10.3% | +4.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling