+5,854.3%
DINO vs HALO
+2,426.8%
+3,427.4%
-86.0%
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% | 0.0% |
| 7D | +2.0% | -2.1% | +4.0% | +2.3% |
| 30D | +27.7% | +4.6% | +23.0% | +26.7% |
| 3M | +56.3% | +50.2% | +6.1% | +45.8% |
| 6M | +107.6% | +57.6% | +49.9% | +91.4% |
| YTD | +140.2% | +59.6% | +80.6% | +121.1% |
| 1Y | +113.0% | +41.2% | +71.8% | +99.5% |
| 3Y | +100.1% | +178.9% | -78.8% | +63.1% |
| 5Y | +328.7% | +160.1% | +168.7% | +246.7% |
| 10Y | +489.2% | +967.5% | -478.3% | +260.6% |
| All | +5,854.3% | +2,426.8% | +3,427.4% | +2,503.2% |
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