+111.1%
DINO vs HALO
+47.3%
+63.8%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.7% |
| 7D | +5.7% | +4.6% | +1.1% | +5.8% |
| 30D | +27.8% | +31.8% | -4.0% | +28.2% |
| 3M | +45.6% | +53.9% | -8.3% | +44.9% |
| 6M | +88.5% | +57.4% | +31.1% | +89.4% |
| YTD | +134.1% | +63.7% | +70.4% | +141.7% |
| 1Y | +111.1% | +50.1% | +61.0% | +114.3% |
| All | +111.1% | +47.3% | +63.8% | +114.3% |
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