+59.2%
HAL vs UUUU
-40.6%
+99.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.5% | +3.3% |
| 7D | +6.1% | -1.1% | +7.1% | +6.1% |
| 30D | +2.9% | -21.0% | +23.9% | +6.3% |
| 3M | +3.3% | -54.8% | +58.1% | +15.6% |
| 6M | -16.9% | -67.3% | +50.4% | -3.3% |
| YTD | +21.2% | -54.7% | +75.9% | +28.1% |
| 1Y | +27.5% | -57.4% | +85.0% | +35.4% |
| 3Y | -6.4% | -19.6% | +13.2% | -23.4% |
| All | +59.2% | -40.6% | +99.8% | +31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling