-98.0%
FCUV vs HALO
+92.7%
-190.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +1.3% | -8.9% | -5.8% |
| 7D | -8.6% | +0.2% | -8.8% | -8.1% |
| 30D | -25.9% | +20.3% | -46.3% | -4.7% |
| 3M | -69.8% | +56.6% | -126.4% | -36.7% |
| 6M | -31.6% | +101.9% | -133.5% | +81.4% |
| YTD | -90.1% | +93.7% | -183.8% | -73.2% |
| 1Y | -98.0% | +91.5% | -189.5% | -94.4% |
| All | -98.0% | +92.7% | -190.7% | -94.4% |
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