+72.4%
UBER vs HALO
+562.1%
-489.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -5.4% | -2.7% | -2.7% | -4.5% |
| 30D | -4.9% | +5.3% | -10.2% | -6.6% |
| 3M | +3.0% | +51.6% | -48.5% | -10.9% |
| 6M | -4.4% | +61.3% | -65.7% | -19.3% |
| YTD | -12.3% | +59.3% | -71.6% | -26.3% |
| 1Y | -24.3% | +38.3% | -62.6% | -33.6% |
| 3Y | +46.4% | +185.9% | -139.4% | -12.7% |
| 5Y | +79.7% | +159.9% | -80.3% | +5.8% |
| All | +72.4% | +562.1% | -489.7% | -50.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling