-24.1%
UBER vs HAL
+28.0%
-52.0%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | +1.2% |
| 7D | +1.6% | +6.1% | -4.5% | +2.3% |
| 30D | +0.6% | +2.9% | -2.3% | +0.8% |
| 3M | -8.2% | +3.3% | -11.5% | -7.9% |
| 6M | -6.7% | -16.9% | +10.2% | -7.8% |
| YTD | -14.7% | +21.2% | -35.9% | -18.6% |
| 1Y | -24.1% | +27.5% | -51.6% | -29.2% |
| All | -24.1% | +28.0% | -52.0% | -29.2% |
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