-16.3%
UNH vs HALO
+178.1%
-194.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -7.5% |
| 3M | -6.0% | +51.6% | -57.6% | -13.5% |
| 6M | +33.7% | +61.3% | -27.6% | +21.2% |
| YTD | +16.4% | +59.3% | -42.9% | +5.3% |
| 1Y | +10.1% | +38.3% | -28.2% | +2.4% |
| 3Y | -16.3% | +185.9% | -202.2% | -28.4% |
| All | -16.3% | +178.1% | -194.4% | -28.4% |
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