+6.2%
ABNB vs HALO
+158.6%
-152.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | -6.5% | -2.7% | -3.7% | -5.9% |
| 30D | -5.5% | +5.3% | -10.8% | -6.6% |
| 3M | +30.0% | +51.6% | -21.5% | +19.7% |
| 6M | +27.6% | +61.3% | -33.7% | +15.9% |
| YTD | +25.4% | +59.3% | -33.9% | +13.8% |
| 1Y | +38.3% | +38.3% | 0.0% | +28.6% |
| 3Y | +15.5% | +185.9% | -170.4% | -14.3% |
| All | +6.2% | +158.6% | -152.5% | -23.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling