+2,802.6%
MULL vs HALO
+47.3%
+2,755.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.5% | +12.3% | +12.0% |
| 7D | +17.3% | +4.6% | +12.7% | +15.6% |
| 30D | +23.5% | +31.8% | -8.3% | +9.9% |
| 3M | -24.0% | +53.9% | -77.9% | -39.5% |
| 6M | +276.7% | +57.4% | +219.4% | +192.8% |
| YTD | +565.1% | +63.7% | +501.3% | +357.2% |
| 1Y | +2,802.6% | +50.1% | +2,752.5% | +2,258.2% |
| All | +2,802.6% | +47.3% | +2,755.3% | +2,258.2% |
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