+1,611.9%
BE vs HALO
+177.6%
+1,434.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -4.0% |
| 7D | +9.7% | -3.4% | +13.1% | +9.9% |
| 30D | +22.4% | +4.3% | +18.1% | +22.2% |
| 3M | +10.4% | +51.8% | -41.4% | +7.9% |
| 6M | +67.9% | +57.8% | +10.1% | +63.4% |
| YTD | +197.5% | +59.0% | +138.5% | +188.7% |
| 1Y | +310.6% | +41.2% | +269.4% | +301.0% |
| All | +1,611.9% | +177.6% | +1,434.3% | +1,296.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling