+98.1%
NU vs HALO
+178.1%
-80.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.7% |
| 7D | -4.9% | -2.7% | -2.2% | -4.5% |
| 30D | +7.8% | +5.3% | +2.5% | +6.9% |
| 3M | +20.9% | +51.6% | -30.6% | +12.0% |
| 6M | +0.9% | +61.3% | -60.4% | -7.7% |
| YTD | -12.7% | +59.3% | -72.0% | -20.1% |
| 1Y | -6.4% | +38.3% | -44.7% | -12.4% |
| 3Y | +98.1% | +185.9% | -87.8% | +54.9% |
| All | +98.1% | +178.1% | -80.0% | +54.9% |
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 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