+198.1%
DOCN vs HALO
+150.3%
+47.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -1.7% | +14.3% | +13.3% |
| 7D | +16.3% | +0.5% | +15.8% | +15.9% |
| 30D | +2.0% | +5.0% | -3.0% | -0.2% |
| 3M | -25.2% | +53.1% | -78.3% | -38.3% |
| 6M | +132.7% | +60.8% | +71.9% | +86.9% |
| YTD | +163.3% | +60.9% | +102.3% | +110.5% |
| 1Y | +280.3% | +42.8% | +237.5% | +218.7% |
| 3Y | +371.8% | +181.3% | +190.6% | +154.4% |
| 5Y | +87.1% | +157.6% | -70.5% | -1.8% |
| All | +198.1% | +150.3% | +47.8% | +43.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling