+1,011.4%
ACN vs HALO
+2,448.5%
-1,437.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.4% | -3.9% |
| 7D | -4.8% | +0.5% | -5.4% | -4.9% |
| 30D | +1.9% | +5.0% | -3.1% | +1.3% |
| 3M | +3.9% | +53.1% | -49.3% | -1.1% |
| 6M | -15.0% | +60.8% | -75.8% | -19.7% |
| YTD | -31.9% | +60.9% | -92.8% | -35.8% |
| 1Y | -28.5% | +42.8% | -71.3% | -31.8% |
| 3Y | -41.9% | +181.3% | -223.2% | -49.6% |
| 5Y | -42.9% | +157.6% | -200.4% | -50.5% |
| 10Y | +88.7% | +910.4% | -821.6% | +37.5% |
| All | +1,011.4% | +2,448.5% | -1,437.0% | +542.5% |
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