+3.2%
HAL vs UUUU
+495.2%
-492.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.3% | +3.5% | -1.7% |
| 7D | -3.3% | -5.0% | +1.7% | -2.4% |
| 30D | +7.2% | -7.8% | +15.0% | +8.4% |
| 3M | -8.8% | -0.4% | -8.4% | -10.0% |
| 6M | +3.0% | -32.9% | +35.9% | +7.3% |
| YTD | +29.4% | -6.3% | +35.7% | +23.1% |
| 1Y | +62.8% | +7.9% | +54.9% | +44.6% |
| 3Y | -6.4% | +85.2% | -91.6% | -32.4% |
| 5Y | +103.6% | +97.0% | +6.7% | +34.6% |
| All | +3.2% | +495.2% | -492.0% | -56.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling