+79.3%
ADI vs HALO
+92.7%
-13.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.3% | -4.6% | -3.4% |
| 7D | -5.1% | +0.2% | -5.4% | -5.2% |
| 30D | -3.1% | +20.3% | -23.4% | -5.0% |
| 3M | +7.1% | +56.6% | -49.5% | +1.4% |
| 6M | +2.9% | +101.9% | -98.9% | -7.0% |
| YTD | +51.1% | +93.7% | -42.5% | +35.4% |
| 1Y | +79.3% | +91.5% | -12.2% | +61.5% |
| All | +79.3% | +92.7% | -13.4% | +61.5% |
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 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