+159.5%
HALO vs BUD
+44.8%
+114.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | +0.1% | -0.2% |
| 7D | -3.4% | -3.2% | -0.2% | -2.4% |
| 30D | +4.3% | -3.7% | +7.9% | +5.4% |
| 3M | +51.8% | -4.4% | +56.2% | +53.4% |
| 6M | +57.8% | +7.7% | +50.1% | +52.7% |
| YTD | +59.0% | +23.1% | +35.9% | +46.5% |
| 1Y | +41.2% | +33.6% | +7.5% | +26.1% |
| 3Y | +177.8% | +44.7% | +133.1% | +137.2% |
| 5Y | +159.5% | +44.9% | +114.5% | +111.3% |
| All | +159.5% | +44.8% | +114.7% | +111.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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