-3.8%
HAL vs UUUU
+96.1%
-99.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.9% |
| 7D | -1.3% | +1.8% | -3.1% | -1.5% |
| 30D | +10.9% | +1.8% | +9.1% | +10.6% |
| 3M | -5.8% | +1.3% | -7.1% | -6.4% |
| 6M | +8.1% | -26.8% | +34.9% | +9.4% |
| YTD | +33.2% | +0.1% | +33.1% | +29.3% |
| 1Y | +74.2% | +11.2% | +62.9% | +63.0% |
| All | -3.8% | +96.1% | -99.9% | -22.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling