+161.6%
HALO vs UUUU
+79.1%
+82.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.6% |
| 7D | -2.7% | -10.5% | +7.8% | -1.8% |
| 30D | +5.3% | -10.5% | +15.8% | +6.2% |
| 3M | +51.6% | -14.1% | +65.7% | +52.9% |
| 6M | +61.3% | -35.5% | +96.7% | +65.4% |
| YTD | +59.3% | -10.9% | +70.2% | +56.6% |
| 1Y | +38.3% | +3.4% | +34.9% | +31.0% |
| 3Y | +185.9% | +73.1% | +112.7% | +142.4% |
| All | +161.6% | +79.1% | +82.5% | +104.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling