+159.5%
HALO vs UEC
+273.6%
-114.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.0% | +4.6% | 0.0% |
| 7D | -3.4% | -4.3% | +0.9% | -3.1% |
| 30D | +4.3% | -3.8% | +8.1% | +4.4% |
| 3M | +51.8% | +17.0% | +34.8% | +49.4% |
| 6M | +57.8% | -23.9% | +81.7% | +59.2% |
| YTD | +59.0% | -5.7% | +64.6% | +56.8% |
| 1Y | +41.2% | -12.5% | +53.7% | +38.6% |
| 3Y | +177.8% | +136.5% | +41.4% | +135.8% |
| 5Y | +159.5% | +243.3% | -83.8% | +99.4% |
| All | +159.5% | +273.6% | -114.1% | +99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling