+2,292.5%
HALO vs SUI
+971.5%
+1,321.0%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.4% | -0.8% |
| 7D | -22.0% | -2.4% | -19.5% | -20.9% |
| 30D | -8.5% | +3.3% | -11.8% | -10.2% |
| 3M | -0.9% | +0.7% | -1.6% | -1.8% |
| 6M | +53.1% | -4.1% | +57.2% | +55.1% |
| YTD | +51.1% | -1.8% | +52.9% | +50.6% |
| 1Y | +45.0% | -4.1% | +49.0% | +46.2% |
| 3Y | +173.0% | +17.4% | +155.6% | +139.8% |
| 5Y | +163.6% | -27.0% | +190.6% | +191.7% |
| 10Y | +708.3% | +121.2% | +587.1% | +329.7% |
| All | +2,292.5% | +971.5% | +1,321.0% | +261.0% |
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 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