-6.4%
NU vs HALO
+41.1%
-47.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.7% |
| 7D | -4.9% | -2.7% | -2.2% | -4.7% |
| 30D | +7.8% | +5.3% | +2.5% | +7.6% |
| 3M | +20.9% | +51.6% | -30.6% | +14.8% |
| 6M | +0.9% | +61.3% | -60.4% | -5.4% |
| YTD | -12.7% | +59.3% | -72.0% | -18.0% |
| 1Y | -6.4% | +38.3% | -44.7% | -14.9% |
| All | -6.4% | +41.1% | -47.5% | -14.9% |
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