+50.1%
HALO vs UEC
-1.0%
+51.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | +4.6% | -6.9% | +11.5% | +4.8% |
| 30D | +31.8% | +7.6% | +24.2% | +31.7% |
| 3M | +53.9% | -18.4% | +72.3% | +54.0% |
| 6M | +57.4% | -23.3% | +80.6% | +57.1% |
| YTD | +63.7% | -1.2% | +64.9% | +65.2% |
| 1Y | +50.1% | +2.3% | +47.8% | +51.0% |
| All | +50.1% | -1.0% | +51.2% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 1y: compounded portfolio wealth divided by compounded UEC 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…
1y analysis · Full analysis span regression · 6 months rolling