+203.9%
DOCN vs HALO
+193.0%
+10.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -15.7% | +18.2% | +5.6% |
| 7D | -19.2% | -20.8% | +1.7% | -15.5% |
| 30D | -43.1% | -6.5% | -36.6% | -42.5% |
| 3M | -40.7% | +20.8% | -61.5% | -44.0% |
| 6M | -55.0% | +56.2% | -111.2% | -60.3% |
| YTD | +50.6% | +54.0% | -3.4% | +32.8% |
| 1Y | +54.0% | +51.5% | +2.4% | +36.0% |
| 3Y | +203.9% | +193.9% | +10.0% | +104.8% |
| All | +203.9% | +193.0% | +10.9% | +104.8% |
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 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