+157.6%
HALO vs SUI
-32.1%
+189.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.2% |
| 7D | +0.5% | -3.1% | +3.7% | +1.7% |
| 30D | +5.0% | -2.3% | +7.3% | +5.8% |
| 3M | +53.1% | -2.8% | +55.9% | +54.3% |
| 6M | +60.8% | -12.4% | +73.1% | +68.0% |
| YTD | +60.9% | -3.3% | +64.2% | +61.9% |
| 1Y | +42.8% | -5.8% | +48.6% | +44.8% |
| 3Y | +181.3% | +12.5% | +168.8% | +158.1% |
| 5Y | +157.6% | -32.9% | +190.4% | +201.9% |
| All | +157.6% | -32.1% | +189.7% | +201.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling