+2.9%
HAL vs USB
+107.5%
-104.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | +2.9% | +1.4% | +1.5% | +1.8% |
| 30D | +17.0% | -1.3% | +18.3% | +18.0% |
| 3M | -9.7% | +15.2% | -24.9% | -19.8% |
| 6M | +8.6% | +18.8% | -10.2% | -6.8% |
| YTD | +33.0% | +21.0% | +12.0% | +11.8% |
| 1Y | +68.3% | +34.0% | +34.3% | +30.0% |
| 3Y | +0.1% | +95.3% | -95.2% | -46.0% |
| 5Y | +102.6% | +40.4% | +62.3% | +37.9% |
| All | +2.9% | +107.5% | -104.6% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling