+151.4%
ADBE vs HALO
+979.6%
-828.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | -5.4% | -2.7% | -2.6% | -4.8% |
| 30D | -2.5% | +5.3% | -7.8% | -3.7% |
| 3M | +15.3% | +51.6% | -36.3% | +4.5% |
| 6M | -7.8% | +61.3% | -69.1% | -18.0% |
| YTD | -27.9% | +59.3% | -87.2% | -36.0% |
| 1Y | -28.0% | +38.3% | -66.3% | -34.2% |
| 3Y | -55.3% | +185.9% | -241.2% | -67.5% |
| 5Y | -61.7% | +159.9% | -221.7% | -72.3% |
| All | +151.4% | +979.6% | -828.1% | +37.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling