+161.6%
HALO vs WU
-51.3%
+212.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | -2.7% | -3.5% | +0.8% | -2.1% |
| 30D | +5.3% | -2.9% | +8.3% | +5.8% |
| 3M | +51.6% | -2.3% | +53.8% | +50.8% |
| 6M | +61.3% | -25.4% | +86.6% | +69.7% |
| YTD | +59.3% | -21.2% | +80.5% | +65.3% |
| 1Y | +38.3% | -8.9% | +47.1% | +37.9% |
| 3Y | +185.9% | -29.0% | +214.8% | +198.8% |
| All | +161.6% | -51.3% | +212.9% | +169.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling