-80.5%
FCUV vs HALO
+47.3%
-127.8%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.5% | -13.1% | -14.3% |
| 7D | +62.8% | +4.6% | +58.2% | +71.1% |
| 30D | +66.5% | +31.8% | +34.7% | +174.6% |
| 3M | +459.9% | +53.9% | +406.1% | +945.2% |
| 6M | -12.4% | +57.4% | -69.7% | +80.6% |
| YTD | -47.5% | +63.7% | -111.3% | +9.1% |
| 1Y | -80.5% | +50.1% | -130.6% | -53.8% |
| All | -80.5% | +47.3% | -127.8% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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