-69.4%
BTDR vs HALO
+92.7%
-162.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.3% | -7.0% | -6.1% |
| 7D | -17.6% | +0.2% | -17.8% | -17.6% |
| 30D | -40.3% | +20.3% | -60.6% | -43.9% |
| 3M | -42.6% | +56.6% | -99.2% | -50.3% |
| 6M | -46.3% | +101.9% | -148.2% | -59.5% |
| YTD | -41.7% | +93.7% | -135.4% | -54.8% |
| 1Y | -69.4% | +91.5% | -160.9% | -75.9% |
| All | -69.4% | +92.7% | -162.1% | -75.9% |
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 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