+4,178.5%
HALO vs WU
-22.3%
+4,200.8%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.5% |
| 7D | -2.1% | -4.9% | +2.9% | +0.2% |
| 30D | +4.6% | -1.3% | +5.9% | +5.0% |
| 3M | +50.2% | -3.6% | +53.8% | +49.3% |
| 6M | +57.6% | -24.3% | +81.9% | +74.1% |
| YTD | +59.6% | -21.1% | +80.7% | +72.0% |
| 1Y | +41.2% | -10.3% | +51.5% | +41.5% |
| 3Y | +178.9% | -28.4% | +207.2% | +202.0% |
| 5Y | +160.1% | -51.2% | +211.3% | +227.0% |
| 10Y | +967.5% | -39.6% | +1,007.1% | +992.6% |
| All | +4,178.5% | -22.3% | +4,200.8% | +3,165.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling