+67.6%
UBER vs HAL
+51.8%
+15.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | 0.0% |
| 7D | +1.6% | +6.1% | -4.5% | -0.1% |
| 30D | +0.6% | +2.9% | -2.3% | -0.5% |
| 3M | -8.2% | +3.3% | -11.5% | -9.5% |
| 6M | -6.7% | -16.9% | +10.2% | -2.8% |
| YTD | -14.7% | +21.2% | -35.9% | -21.4% |
| 1Y | -24.1% | +27.5% | -51.6% | -31.2% |
| 3Y | +33.4% | -6.4% | +39.8% | +28.6% |
| 5Y | +54.5% | +58.0% | -3.6% | +16.6% |
| All | +67.6% | +51.8% | +15.8% | -7.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling