+228.4%
UNH vs HALO
+979.6%
-751.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | -4.5% | -2.7% | -1.8% | -4.1% |
| 30D | -6.5% | +5.3% | -11.8% | -7.4% |
| 3M | -6.0% | +51.6% | -57.6% | -12.7% |
| 6M | +33.7% | +61.3% | -27.6% | +22.6% |
| YTD | +16.4% | +59.3% | -42.9% | +6.7% |
| 1Y | +10.1% | +38.3% | -28.2% | +3.1% |
| 3Y | -16.3% | +185.9% | -202.2% | -31.4% |
| 5Y | +2.1% | +159.9% | -157.8% | -17.0% |
| All | +228.4% | +979.6% | -751.2% | +114.7% |
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