+414.9%
BBY vs HALO
+2,417.6%
-2,002.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | +0.7% | -3.4% | +4.1% | +1.2% |
| 30D | +5.8% | +4.3% | +1.5% | +5.1% |
| 3M | +18.0% | +51.8% | -33.8% | +10.9% |
| 6M | +39.8% | +57.8% | -17.9% | +30.3% |
| YTD | +35.4% | +59.0% | -23.6% | +25.9% |
| 1Y | +21.4% | +41.2% | -19.8% | +14.6% |
| 3Y | +39.5% | +177.8% | -138.3% | +16.8% |
| 5Y | -0.5% | +159.5% | -159.9% | -16.8% |
| 10Y | +240.0% | +963.6% | -723.6% | +127.2% |
| All | +414.9% | +2,417.6% | -2,002.8% | +156.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling