+51.8%
ETSY vs HALO
+80.0%
-28.2%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.7% | +0.8% | -4.1% |
| 7D | -0.1% | -6.3% | +6.2% | +0.8% |
| 30D | +28.2% | +12.1% | +16.1% | +26.8% |
| 3M | +6.6% | +47.1% | -40.5% | +3.1% |
| 6M | +45.4% | +86.7% | -41.3% | +39.0% |
| YTD | +65.1% | +82.7% | -17.6% | +57.8% |
| 1Y | +51.8% | +80.0% | -28.2% | +45.3% |
| All | +51.8% | +80.0% | -28.2% | +45.3% |
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 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