+78.2%
UBER vs HAL
+108.8%
-30.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -3.0% |
| 7D | -7.0% | -1.3% | -5.7% | -6.8% |
| 30D | -8.9% | +10.9% | -19.8% | -10.5% |
| 3M | +1.0% | -5.8% | +6.8% | +1.8% |
| 6M | -3.7% | +8.1% | -11.9% | -5.9% |
| YTD | -13.0% | +33.2% | -46.2% | -18.7% |
| 1Y | -25.5% | +74.2% | -99.7% | -34.4% |
| 3Y | +50.5% | -3.7% | +54.2% | +45.1% |
| All | +78.2% | +108.8% | -30.6% | +47.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling