+2,396.1%
MUU vs HALO
+113.0%
+2,283.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | -8.2% | -2.7% | -5.5% | -7.5% |
| 30D | +10.2% | +5.3% | +4.8% | +8.3% |
| 3M | -26.5% | +51.6% | -78.1% | -36.9% |
| 6M | +227.2% | +61.3% | +166.0% | +173.9% |
| YTD | +527.4% | +59.3% | +468.1% | +422.3% |
| 1Y | +1,843.7% | +38.3% | +1,805.4% | +1,587.5% |
| All | +2,396.1% | +113.0% | +2,283.1% | +1,770.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling