+135.5%
HL vs URI
+1,189.1%
-1,053.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.1% | -5.2% | -6.5% |
| 7D | +8.2% | -6.0% | +14.2% | +10.4% |
| 30D | -16.3% | +4.6% | -20.9% | -17.9% |
| 3M | -18.6% | -2.7% | -15.9% | -18.1% |
| 6M | -23.2% | +18.4% | -41.6% | -28.8% |
| YTD | -25.5% | +37.4% | -62.8% | -36.1% |
| 1Y | -4.8% | +30.4% | -35.1% | -16.5% |
| 3Y | +281.4% | +147.9% | +133.5% | +150.6% |
| 5Y | +137.8% | +202.1% | -64.2% | +38.8% |
| 10Y | +135.5% | +1,182.4% | -1,047.0% | -5.7% |
| All | +135.5% | +1,189.1% | -1,053.6% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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