+35.3%
UBER vs HAL
-8.1%
+43.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.4% | -2.5% | +0.5% |
| 7D | +1.2% | -0.2% | +1.4% | +1.2% |
| 30D | -1.1% | +1.0% | -2.2% | -1.5% |
| 3M | -10.0% | -2.1% | -7.9% | -10.1% |
| 6M | -7.2% | -17.5% | +10.3% | -5.0% |
| YTD | -13.5% | +18.1% | -31.6% | -18.2% |
| 1Y | -24.5% | +19.7% | -44.2% | -28.9% |
| All | +35.3% | -8.1% | +43.4% | +25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling