-30.7%
CHWY vs HALO
+92.7%
-123.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.3% | +4.8% | +5.9% |
| 7D | +13.4% | +0.2% | +13.1% | +13.3% |
| 30D | +28.4% | +20.3% | +8.1% | +24.6% |
| 3M | -2.9% | +56.6% | -59.5% | -8.5% |
| 6M | -4.7% | +101.9% | -106.6% | -13.7% |
| YTD | -29.2% | +93.7% | -122.9% | -35.6% |
| 1Y | -30.7% | +91.5% | -122.3% | -37.4% |
| All | -30.7% | +92.7% | -123.4% | -37.4% |
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