+42.5%
HAL vs USB
+22.2%
+20.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.1% | -1.2% | -2.2% |
| 7D | -11.1% | -1.5% | -9.6% | -10.5% |
| 30D | -2.4% | +4.3% | -6.7% | -4.6% |
| 3M | +0.8% | -6.1% | +6.9% | +3.6% |
| 6M | -22.8% | +9.4% | -32.2% | -27.0% |
| YTD | +14.5% | +15.2% | -0.7% | +4.6% |
| 1Y | +20.2% | +32.8% | -12.6% | +1.6% |
| 3Y | -15.2% | +91.3% | -106.5% | -41.4% |
| 5Y | +42.5% | +22.7% | +19.9% | +19.9% |
| All | +42.5% | +22.2% | +20.3% | +19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling