+967.5%
HALO vs SUI
+104.7%
+862.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.5% | -0.4% |
| 7D | -2.1% | -4.3% | +2.2% | -0.7% |
| 30D | +4.6% | -2.1% | +6.8% | +5.3% |
| 3M | +50.2% | -6.1% | +56.3% | +53.0% |
| 6M | +57.6% | -12.8% | +70.4% | +64.4% |
| YTD | +59.6% | -4.6% | +64.2% | +61.2% |
| 1Y | +41.2% | -7.7% | +48.9% | +44.0% |
| 3Y | +178.9% | +10.9% | +167.9% | +162.0% |
| 5Y | +160.1% | -32.4% | +192.5% | +186.2% |
| 10Y | +967.5% | +105.7% | +861.8% | +804.3% |
| All | +967.5% | +104.7% | +862.7% | +804.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling