-24.6%
UBER vs HAL
+74.2%
-98.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -2.8% |
| 7D | -7.0% | -1.3% | -5.7% | -7.1% |
| 30D | -8.9% | +10.9% | -19.8% | -8.5% |
| 3M | +1.0% | -5.8% | +6.8% | +1.2% |
| 6M | -3.7% | +8.1% | -11.9% | -4.4% |
| YTD | -13.0% | +33.2% | -46.2% | -15.4% |
| All | -24.6% | +74.2% | -98.7% | -27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling