-17.2%
DASH vs HALO
+92.7%
-109.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.3% | +7.0% | +8.3% |
| 7D | +17.2% | +0.2% | +16.9% | +17.1% |
| 30D | +3.6% | +20.3% | -16.8% | +3.1% |
| 3M | -1.9% | +56.6% | -58.5% | -3.1% |
| 6M | +15.1% | +101.9% | -86.8% | +14.8% |
| YTD | -12.3% | +93.7% | -106.0% | -12.0% |
| 1Y | -17.2% | +91.5% | -108.8% | -17.3% |
| All | -17.2% | +92.7% | -109.9% | -17.3% |
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