+74.6%
BA vs HALO
+924.7%
-850.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.8% |
| 7D | -1.2% | -2.1% | +0.9% | -0.7% |
| 30D | -11.3% | +4.6% | -16.0% | -12.3% |
| 3M | -3.8% | +50.2% | -54.0% | -13.1% |
| 6M | -8.3% | +57.6% | -65.9% | -18.3% |
| YTD | -4.9% | +59.6% | -64.5% | -15.8% |
| 1Y | -10.1% | +41.2% | -51.2% | -18.3% |
| 3Y | -2.3% | +178.9% | -181.2% | -29.2% |
| 5Y | -3.5% | +160.1% | -163.6% | -30.9% |
| 10Y | +74.6% | +967.5% | -892.9% | -6.6% |
| All | +74.6% | +924.7% | -850.2% | -6.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling