+96.5%
FITB vs HALO
+2,426.8%
-2,330.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.4% |
| 7D | -0.4% | -2.1% | +1.7% | 0.0% |
| 30D | -5.1% | +4.6% | -9.8% | -6.1% |
| 3M | +3.5% | +50.2% | -46.7% | -5.6% |
| 6M | +17.2% | +57.6% | -40.4% | +5.6% |
| YTD | +17.6% | +59.6% | -41.9% | +5.4% |
| 1Y | +23.4% | +41.2% | -17.8% | +13.1% |
| 3Y | +129.7% | +178.9% | -49.1% | +75.2% |
| 5Y | +68.4% | +160.1% | -91.7% | +27.5% |
| 10Y | +285.6% | +967.5% | -681.9% | +102.2% |
| All | +96.5% | +2,426.8% | -2,330.3% | -33.0% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling