+2,323.1%
HALO vs SUI
+980.3%
+1,342.8%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.5% |
| 7D | -19.9% | +3.4% | -23.4% | -21.3% |
| 30D | -6.7% | +4.6% | -11.3% | -9.1% |
| 3M | +0.4% | +1.6% | -1.2% | -1.0% |
| 6M | +60.6% | -3.5% | +64.1% | +62.1% |
| YTD | +53.0% | -1.0% | +54.0% | +51.8% |
| 1Y | +51.4% | -1.7% | +53.1% | +50.8% |
| 3Y | +176.5% | +18.4% | +158.1% | +141.8% |
| 5Y | +169.7% | -26.3% | +196.1% | +197.0% |
| 10Y | +747.6% | +123.3% | +624.2% | +348.3% |
| All | +2,323.1% | +980.3% | +1,342.8% | +264.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling