+2,981.5%
MUU vs HALO
+47.3%
+2,934.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.5% | +12.1% | +11.8% |
| 7D | +17.4% | +4.6% | +12.8% | +15.7% |
| 30D | +24.0% | +31.8% | -7.9% | +10.5% |
| 3M | -23.9% | +53.9% | -77.8% | -39.2% |
| 6M | +284.4% | +57.4% | +227.1% | +199.8% |
| YTD | +583.7% | +63.7% | +520.0% | +371.8% |
| 1Y | +2,981.5% | +50.1% | +2,931.4% | +2,420.1% |
| All | +2,981.5% | +47.3% | +2,934.2% | +2,420.1% |
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