+93.3%
HAL vs UUUU
+79.1%
+14.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | +0.1% |
| 7D | -3.3% | -10.5% | +7.2% | -1.7% |
| 30D | +8.2% | -10.5% | +18.7% | +9.6% |
| 3M | -9.4% | -14.1% | +4.7% | -8.3% |
| 6M | +0.6% | -35.5% | +36.1% | +4.8% |
| YTD | +28.6% | -10.9% | +39.5% | +23.6% |
| 1Y | +63.9% | +3.4% | +60.5% | +46.8% |
| 3Y | -7.1% | +73.1% | -80.3% | -32.3% |
| All | +93.3% | +79.1% | +14.2% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 2021-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded UUUU 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling