+23.7%
BBY vs HALO
+47.3%
-23.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.7% | +3.2% |
| 7D | +9.5% | +4.6% | +4.9% | +9.2% |
| 30D | +6.8% | +31.8% | -25.0% | +4.8% |
| 3M | +28.9% | +53.9% | -25.0% | +24.7% |
| 6M | +37.8% | +57.4% | -19.6% | +33.4% |
| YTD | +38.7% | +63.7% | -25.0% | +32.1% |
| 1Y | +23.7% | +50.1% | -26.4% | +17.9% |
| All | +23.7% | +47.3% | -23.6% | +17.9% |
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