+1,384.0%
MU vs HALO
+178.6%
+1,205.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +2.9% |
| 7D | +7.5% | -2.1% | +9.6% | +7.8% |
| 30D | +19.4% | +4.6% | +14.7% | +18.4% |
| 3M | +9.8% | +50.2% | -40.4% | +2.1% |
| 6M | +164.1% | +57.6% | +106.5% | +142.7% |
| YTD | +260.3% | +59.6% | +200.7% | +229.1% |
| 1Y | +661.2% | +41.2% | +620.0% | +608.2% |
| All | +1,384.0% | +178.6% | +1,205.4% | +1,118.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling