+1,145.6%
HALO vs UUUU
-92.5%
+1,238.1%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.3% | +6.0% | +0.2% |
| 7D | -3.4% | -5.0% | +1.6% | -3.0% |
| 30D | +4.3% | -7.8% | +12.0% | +4.8% |
| 3M | +51.8% | -0.4% | +52.2% | +51.2% |
| 6M | +57.8% | -32.9% | +90.7% | +61.2% |
| YTD | +59.0% | -6.3% | +65.2% | +56.4% |
| 1Y | +41.2% | +7.9% | +33.2% | +35.2% |
| 3Y | +177.8% | +85.2% | +92.7% | +145.1% |
| 5Y | +159.5% | +97.0% | +62.5% | +120.0% |
| 10Y | +963.6% | +492.6% | +471.0% | +655.7% |
| All | +1,145.6% | -92.5% | +1,238.1% | +797.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling