+133.9%
HL vs URA
+17.2%
+116.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -3.1% |
| 7D | +1.5% | +1.1% | +0.4% | +0.7% |
| 30D | +25.1% | +7.4% | +17.7% | +18.2% |
| 3M | +22.9% | -8.4% | +31.3% | +31.6% |
| 6M | -4.9% | -12.7% | +7.8% | +5.2% |
| YTD | +7.8% | +7.8% | 0.0% | +9.6% |
| 1Y | +133.9% | +19.5% | +114.4% | +132.2% |
| All | +133.9% | +17.2% | +116.6% | +132.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling