-7.0%
DASH vs HALO
+155.8%
-162.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -15.7% | +15.6% | +3.7% |
| 7D | +0.4% | -20.8% | +21.2% | +6.0% |
| 30D | -6.0% | -6.5% | +0.4% | -4.9% |
| 3M | -15.8% | +20.8% | -36.6% | -20.7% |
| 6M | +7.0% | +56.2% | -49.2% | -6.2% |
| YTD | -20.7% | +54.0% | -74.7% | -30.8% |
| 1Y | -8.5% | +51.5% | -60.1% | -20.2% |
| 3Y | +101.8% | +193.9% | -92.1% | +21.0% |
| All | -7.0% | +155.8% | -162.7% | -44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling