+2,201.7%
DHR vs HALO
+2,426.8%
-225.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | -0.1% |
| 7D | -2.4% | -2.1% | -0.3% | -2.2% |
| 30D | -2.2% | +4.6% | -6.8% | -2.7% |
| 3M | +9.0% | +50.2% | -41.3% | +3.2% |
| 6M | +3.5% | +57.6% | -54.1% | -2.7% |
| YTD | -10.1% | +59.6% | -69.7% | -15.8% |
| 1Y | +6.2% | +41.2% | -35.0% | +1.0% |
| 3Y | -5.4% | +178.9% | -184.2% | -18.7% |
| 5Y | -27.9% | +160.1% | -188.0% | -38.3% |
| 10Y | +215.7% | +967.5% | -751.8% | +121.6% |
| All | +2,201.7% | +2,426.8% | -225.1% | +1,145.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling