+185.3%
HALO vs WU
-29.2%
+214.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.4% | -0.3% |
| 7D | -3.4% | -5.0% | +1.6% | -2.6% |
| 30D | +4.3% | -2.3% | +6.5% | +4.5% |
| 3M | +51.8% | -3.2% | +55.0% | +51.2% |
| 6M | +57.8% | -25.0% | +82.8% | +65.2% |
| YTD | +59.0% | -21.7% | +80.6% | +64.6% |
| 1Y | +41.2% | -9.0% | +50.1% | +40.1% |
| All | +185.3% | -29.2% | +214.5% | +196.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling