+113.1%
ADI vs HALO
+177.6%
-64.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -1.0% |
| 7D | +1.3% | -3.4% | +4.7% | +1.9% |
| 30D | -6.0% | +4.3% | -10.2% | -6.6% |
| 3M | -7.7% | +51.8% | -59.5% | -14.0% |
| 6M | +14.0% | +57.8% | -43.8% | +5.4% |
| YTD | +34.4% | +59.0% | -24.6% | +23.7% |
| 1Y | +48.0% | +41.2% | +6.8% | +38.5% |
| All | +113.1% | +177.6% | -64.5% | +71.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling