+265.1%
MU vs HALO
+92.7%
+172.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.3% | -8.3% | -7.2% |
| 7D | -19.1% | +0.2% | -19.4% | -19.1% |
| 30D | -25.2% | +20.3% | -45.6% | -27.1% |
| 3M | -10.9% | +56.6% | -67.5% | -17.5% |
| 6M | +38.0% | +101.9% | -63.9% | +16.8% |
| YTD | +178.8% | +93.7% | +85.2% | +122.9% |
| 1Y | +265.1% | +91.5% | +173.6% | +195.2% |
| All | +265.1% | +92.7% | +172.5% | +195.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 1y: compounded portfolio wealth divided by compounded HALO 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…
1y analysis · Full analysis span regression · 6 months rolling