+54.5%
ADI vs HALO
+41.1%
+13.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.8% |
| 7D | +4.6% | -2.7% | +7.3% | +4.9% |
| 30D | -1.2% | +5.3% | -6.5% | -1.9% |
| 3M | -7.8% | +51.6% | -59.4% | -13.4% |
| 6M | +19.3% | +61.3% | -41.9% | +10.2% |
| YTD | +40.9% | +59.3% | -18.4% | +28.8% |
| 1Y | +54.5% | +38.3% | +16.2% | +35.0% |
| All | +54.5% | +41.1% | +13.4% | +35.0% |
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