+1,142.5%
DLTR vs HALO
+2,417.6%
-1,275.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -9.4% | -3.4% | -6.1% | -9.2% |
| 30D | -7.3% | +4.3% | -11.6% | -7.7% |
| 3M | +7.6% | +51.8% | -44.2% | +3.4% |
| 6M | +1.6% | +57.8% | -56.2% | -2.8% |
| YTD | -3.5% | +59.0% | -62.5% | -7.9% |
| 1Y | +20.0% | +41.2% | -21.1% | +15.7% |
| 3Y | +2.3% | +177.8% | -175.6% | -8.6% |
| 5Y | +31.5% | +159.5% | -127.9% | +17.1% |
| 10Y | +45.4% | +963.6% | -918.3% | +12.2% |
| All | +1,142.5% | +2,417.6% | -1,275.1% | +708.8% |
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