-61.4%
ADBE vs HALO
+158.1%
-219.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | -12.9% | -3.4% | -9.5% | -12.4% |
| 30D | -5.6% | +4.3% | -9.9% | -6.4% |
| 3M | +6.6% | +51.8% | -45.2% | -1.4% |
| 6M | -9.6% | +57.8% | -67.4% | -17.2% |
| YTD | -28.9% | +59.0% | -87.9% | -35.3% |
| 1Y | -28.9% | +41.2% | -70.1% | -34.0% |
| 3Y | -55.6% | +177.8% | -233.4% | -66.4% |
| All | -61.4% | +158.1% | -219.6% | -73.2% |
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