+404.6%
DHI vs HALO
+979.6%
-575.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | -3.4% | -2.7% | -0.7% | -2.9% |
| 30D | -5.4% | +5.3% | -10.8% | -6.5% |
| 3M | -10.4% | +51.6% | -62.0% | -18.0% |
| 6M | -2.8% | +61.3% | -64.0% | -12.3% |
| YTD | -3.4% | +59.3% | -62.7% | -13.0% |
| 1Y | -22.9% | +38.3% | -61.2% | -28.7% |
| 3Y | +20.7% | +185.9% | -165.2% | -8.1% |
| 5Y | +62.1% | +159.9% | -97.8% | +23.6% |
| All | +404.6% | +979.6% | -575.0% | +225.0% |
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