+98.8%
DINO vs HALO
+178.1%
-79.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +2.3% | -2.7% | +5.0% | +2.4% |
| 30D | +22.6% | +5.3% | +17.3% | +22.3% |
| 3M | +55.2% | +51.6% | +3.7% | +51.0% |
| 6M | +93.8% | +61.3% | +32.5% | +87.2% |
| YTD | +139.5% | +59.3% | +80.2% | +132.9% |
| 1Y | +115.3% | +38.3% | +77.0% | +111.3% |
| 3Y | +98.8% | +185.9% | -87.1% | +84.6% |
| All | +98.8% | +178.1% | -79.3% | +84.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling