+1,325.8%
CRWD vs HALO
+595.7%
+730.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -3.0% | -2.7% | -0.3% | -2.2% |
| 30D | -6.8% | +5.3% | -12.1% | -8.3% |
| 3M | +19.6% | +51.6% | -32.0% | +5.0% |
| 6M | +87.1% | +61.3% | +25.8% | +60.3% |
| YTD | +76.4% | +59.3% | +17.1% | +50.8% |
| 1Y | +90.8% | +38.3% | +52.5% | +69.9% |
| 3Y | +380.0% | +185.9% | +194.1% | +200.1% |
| 5Y | +215.6% | +159.9% | +55.7% | +95.5% |
| All | +1,325.8% | +595.7% | +730.1% | +327.3% |
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 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