+876.3%
HALO vs UUUU
+465.5%
+410.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.7% |
| 7D | -2.7% | -10.5% | +7.8% | -1.6% |
| 30D | +5.3% | -10.5% | +15.8% | +6.3% |
| 3M | +51.6% | -14.1% | +65.7% | +53.2% |
| 6M | +61.3% | -35.5% | +96.7% | +66.2% |
| YTD | +59.3% | -10.9% | +70.2% | +56.5% |
| 1Y | +38.3% | +3.4% | +34.9% | +30.8% |
| 3Y | +185.9% | +73.1% | +112.7% | +142.2% |
| 5Y | +159.9% | +87.1% | +72.8% | +106.5% |
| All | +876.3% | +465.5% | +410.8% | +488.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling