+65.2%
ALAB vs HALO
+47.3%
+17.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.5% | +10.3% | +9.8% |
| 7D | +7.2% | +4.6% | +2.6% | +6.9% |
| 30D | -2.5% | +31.8% | -34.3% | -5.4% |
| 3M | -13.3% | +53.9% | -67.2% | -18.1% |
| 6M | +172.8% | +57.4% | +115.5% | +154.4% |
| YTD | +86.6% | +63.7% | +22.9% | +76.2% |
| 1Y | +65.2% | +50.1% | +15.0% | +62.8% |
| All | +65.2% | +47.3% | +17.9% | +62.8% |
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