+80.6%
CRWD vs HALO
+92.7%
-12.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.5% |
| 7D | -9.6% | +0.2% | -9.9% | -9.6% |
| 30D | -11.6% | +20.3% | -32.0% | -11.3% |
| 3M | +14.1% | +56.6% | -42.5% | +13.3% |
| 6M | +105.4% | +101.9% | +3.6% | +104.4% |
| YTD | +105.6% | +93.7% | +12.0% | +106.3% |
| 1Y | +80.6% | +91.5% | -11.0% | +82.5% |
| All | +80.6% | +92.7% | -12.1% | +82.5% |
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 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