+1,003.0%
BE vs HALO
+499.6%
+503.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.2% | +6.5% | +6.6% |
| 7D | +9.0% | -2.7% | +11.8% | +10.3% |
| 30D | +16.3% | +5.3% | +11.0% | +13.5% |
| 3M | +10.8% | +51.6% | -40.8% | -10.3% |
| 6M | +73.2% | +61.3% | +11.9% | +35.5% |
| YTD | +217.4% | +59.3% | +158.1% | +147.8% |
| 1Y | +309.8% | +38.3% | +271.5% | +240.9% |
| 3Y | +1,726.2% | +185.9% | +1,540.3% | +782.2% |
| 5Y | +1,306.2% | +159.9% | +1,146.2% | +575.4% |
| All | +1,003.0% | +499.6% | +503.4% | +190.0% |
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