+181.3%
HALO vs SUI
+12.1%
+169.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.3% |
| 7D | +0.5% | -3.1% | +3.7% | +1.4% |
| 30D | +5.0% | -2.3% | +7.3% | +5.6% |
| 3M | +53.1% | -2.8% | +55.9% | +53.9% |
| 6M | +60.8% | -12.4% | +73.1% | +66.0% |
| YTD | +60.9% | -3.3% | +64.2% | +61.7% |
| 1Y | +42.8% | -5.8% | +48.6% | +44.4% |
| 3Y | +181.3% | +12.5% | +168.8% | +149.0% |
| All | +181.3% | +12.1% | +169.2% | +149.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling