+17.2%
ABNB vs HALO
+171.8%
-154.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.6% |
| 7D | -7.4% | -2.1% | -5.4% | -7.0% |
| 30D | -8.2% | +4.6% | -12.8% | -9.2% |
| 3M | +29.1% | +50.2% | -21.1% | +18.2% |
| 6M | +26.6% | +57.6% | -31.0% | +14.5% |
| YTD | +25.0% | +59.6% | -34.6% | +12.4% |
| 1Y | +37.0% | +41.2% | -4.2% | +26.1% |
| 3Y | +16.3% | +178.9% | -162.5% | -14.9% |
| 5Y | +2.2% | +160.1% | -157.9% | -27.4% |
| All | +17.2% | +171.8% | -154.6% | -14.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling