+34.5%
BBY vs HALO
+92.7%
-58.2%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.3% | +6.6% | +7.9% |
| 7D | +4.5% | +0.2% | +4.3% | +4.5% |
| 30D | +16.0% | +20.3% | -4.4% | +14.4% |
| 3M | +18.6% | +56.6% | -38.0% | +15.7% |
| 6M | +80.1% | +101.9% | -21.8% | +72.6% |
| YTD | +57.4% | +93.7% | -36.2% | +50.5% |
| 1Y | +34.5% | +91.5% | -57.0% | +29.1% |
| All | +34.5% | +92.7% | -58.2% | +29.1% |
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