+60.1%
DOCN vs HALO
+162.4%
-102.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.0% |
| 7D | +1.1% | +4.6% | -3.5% | -0.7% |
| 30D | -9.6% | +31.8% | -41.5% | -20.1% |
| 3M | -37.7% | +53.9% | -91.6% | -48.7% |
| 6M | +115.2% | +57.4% | +57.8% | +74.3% |
| YTD | +133.7% | +63.7% | +70.0% | +85.5% |
| 1Y | +250.2% | +50.1% | +200.0% | +187.1% |
| 3Y | +320.3% | +157.3% | +163.0% | +136.5% |
| All | +60.1% | +162.4% | -102.3% | -14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling