+51.8%
BEN vs HALO
+979.6%
-927.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -3.1% | -2.7% | -0.4% | -2.6% |
| 30D | +0.2% | +5.3% | -5.1% | -0.9% |
| 3M | +6.8% | +51.6% | -44.7% | -2.2% |
| 6M | +38.1% | +61.3% | -23.1% | +24.8% |
| YTD | +44.3% | +59.3% | -14.9% | +30.3% |
| 1Y | +42.6% | +38.3% | +4.3% | +32.1% |
| 3Y | +52.3% | +185.9% | -133.6% | +16.2% |
| 5Y | +37.6% | +159.9% | -122.3% | +5.1% |
| All | +51.8% | +979.6% | -927.8% | -17.5% |
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