+91.5%
HALO vs URA
-32.2%
+123.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.4% |
| 7D | +0.2% | -10.5% | +10.8% | +1.3% |
| 30D | +20.3% | -18.6% | +39.0% | +22.7% |
| 3M | +56.6% | -23.0% | +79.6% | +60.7% |
| 6M | +101.9% | -40.3% | +142.2% | +111.3% |
| YTD | +93.7% | -23.5% | +117.1% | +97.3% |
| 1Y | +91.5% | -31.1% | +122.6% | +94.8% |
| All | +91.5% | -32.2% | +123.7% | +94.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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