+15.6%
DOCU vs HALO
+43.0%
-27.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | +1.6% | -18.1% | +19.7% | +2.7% |
| 30D | +10.8% | -8.2% | +19.0% | +11.7% |
| 3M | +38.0% | -1.1% | +39.1% | +38.4% |
| 6M | +77.4% | +41.9% | +35.5% | +78.9% |
| YTD | +17.2% | +49.6% | -32.4% | +23.0% |
| 1Y | +15.6% | +42.5% | -27.0% | +20.4% |
| All | +15.6% | +43.0% | -27.4% | +20.4% |
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