+72.4%
UBER vs HAL
+61.1%
+11.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | -5.4% | -3.3% | -2.1% | -4.5% |
| 30D | -4.9% | +8.2% | -13.1% | -7.2% |
| 3M | +3.0% | -9.4% | +12.5% | +5.3% |
| 6M | -4.4% | +0.6% | -5.0% | -5.8% |
| YTD | -12.3% | +28.6% | -40.9% | -20.2% |
| 1Y | -24.3% | +63.9% | -88.2% | -36.4% |
| 3Y | +46.4% | -7.1% | +53.6% | +41.7% |
| 5Y | +79.7% | +102.3% | -22.7% | +24.5% |
| All | +72.4% | +61.1% | +11.3% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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