-57.6%
FISV vs HALO
+178.1%
-235.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.4% |
| 7D | -2.7% | -2.7% | 0.0% | -2.5% |
| 30D | 0.0% | +5.3% | -5.3% | -0.2% |
| 3M | -2.8% | +51.6% | -54.4% | -5.3% |
| 6M | -11.8% | +61.3% | -73.1% | -14.5% |
| YTD | -23.2% | +59.3% | -82.5% | -25.5% |
| 1Y | -62.0% | +38.3% | -100.3% | -62.8% |
| 3Y | -57.6% | +185.9% | -243.5% | -61.6% |
| All | -57.6% | +178.1% | -235.7% | -61.6% |
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