+519.4%
HAL vs USB
+8,296.0%
-7,776.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.9% | -5.0% | -3.9% |
| 7D | -7.7% | +2.4% | -10.1% | -8.7% |
| 30D | +0.7% | +6.6% | -5.9% | -2.1% |
| 3M | +2.5% | -4.1% | +6.5% | +4.0% |
| 6M | -20.7% | +12.5% | -33.2% | -25.1% |
| YTD | +18.4% | +17.6% | +0.7% | +9.2% |
| 1Y | +25.6% | +36.5% | -10.9% | +8.8% |
| 3Y | -12.3% | +95.4% | -107.7% | -35.0% |
| 5Y | +48.4% | +26.1% | +22.2% | +29.1% |
| 10Y | -13.7% | +101.3% | -114.9% | -33.7% |
| All | +519.4% | +8,296.0% | -7,776.7% | +215.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling