+58.9%
BNY vs HALO
+47.3%
+11.6%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.3% |
| 7D | +1.4% | +4.6% | -3.2% | +1.2% |
| 30D | +3.8% | +31.8% | -28.0% | +1.7% |
| 3M | +14.9% | +53.9% | -39.0% | +10.4% |
| 6M | +40.3% | +57.4% | -17.0% | +33.9% |
| YTD | +43.8% | +63.7% | -20.0% | +37.9% |
| 1Y | +58.9% | +50.1% | +8.8% | +52.3% |
| All | +58.9% | +47.3% | +11.6% | +52.3% |
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