+116.4%
DOCN vs HALO
+92.7%
+23.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.3% | -8.5% | -7.2% |
| 7D | -20.0% | +0.2% | -20.3% | -20.0% |
| 30D | -38.8% | +20.3% | -59.1% | -39.2% |
| 3M | -34.8% | +56.6% | -91.4% | -38.2% |
| 6M | -22.8% | +101.9% | -124.6% | -31.6% |
| YTD | +74.6% | +93.7% | -19.1% | +55.6% |
| 1Y | +116.4% | +91.5% | +24.9% | +94.7% |
| All | +116.4% | +92.7% | +23.7% | +94.7% |
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