+49.4%
UBER vs HAL
-5.4%
+54.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.7% | -3.4% |
| 7D | -2.8% | +0.5% | -3.3% | -2.9% |
| 30D | -2.5% | +15.9% | -18.5% | -4.4% |
| 3M | +4.4% | -8.7% | +13.1% | +5.7% |
| 6M | -2.7% | +9.0% | -11.7% | -4.7% |
| YTD | -10.5% | +32.0% | -42.5% | -15.9% |
| 1Y | -22.5% | +72.5% | -95.0% | -31.3% |
| All | +49.4% | -5.4% | +54.8% | +33.6% |
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