-22.6%
ADBE vs HALO
+47.3%
-69.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.2% | -6.7% |
| 7D | -8.6% | +4.6% | -13.2% | -8.7% |
| 30D | +2.8% | +31.8% | -29.0% | +2.1% |
| 3M | +3.1% | +53.9% | -50.8% | +2.8% |
| 6M | -2.4% | +57.4% | -59.8% | -2.6% |
| YTD | -23.9% | +63.7% | -87.6% | -23.8% |
| 1Y | -22.6% | +50.1% | -72.7% | -22.8% |
| All | -22.6% | +47.3% | -69.9% | -22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling