+56.7%
HAL vs UUUU
-92.0%
+148.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.7% |
| 7D | +2.9% | -1.4% | +4.3% | +3.1% |
| 30D | +17.0% | +16.3% | +0.7% | +14.6% |
| 3M | -9.7% | -16.7% | +7.0% | -8.5% |
| 6M | +8.6% | -33.7% | +42.3% | +11.8% |
| YTD | +33.0% | -0.5% | +33.5% | +28.6% |
| 1Y | +68.3% | +28.9% | +39.5% | +54.2% |
| 3Y | +0.1% | +99.9% | -99.8% | -17.0% |
| 5Y | +102.6% | +135.3% | -32.7% | +59.4% |
| 10Y | +3.8% | +518.4% | -514.5% | -32.9% |
| All | +56.7% | -92.0% | +148.7% | +4.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling