+160.1%
HALO vs URA
+132.7%
+27.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.6% |
| 7D | -2.1% | +5.7% | -7.8% | -3.0% |
| 30D | +4.6% | +5.6% | -0.9% | +3.6% |
| 3M | +50.2% | +6.2% | +44.0% | +48.3% |
| 6M | +57.6% | -8.2% | +65.8% | +58.2% |
| YTD | +59.6% | +9.7% | +49.9% | +54.5% |
| 1Y | +41.2% | +17.0% | +24.2% | +33.4% |
| 3Y | +178.9% | +118.5% | +60.4% | +123.3% |
| 5Y | +160.1% | +134.3% | +25.7% | +96.0% |
| All | +160.1% | +132.7% | +27.4% | +96.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling