+53.3%
FLNC vs HALO
+47.3%
+6.1%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.4% |
| 7D | -4.9% | +4.6% | -9.5% | -4.4% |
| 30D | -27.3% | +31.8% | -59.1% | -24.9% |
| 3M | -61.9% | +53.9% | -115.8% | -60.1% |
| 6M | -34.5% | +57.4% | -91.9% | -30.5% |
| YTD | -47.7% | +63.7% | -111.4% | -44.7% |
| 1Y | +53.3% | +50.1% | +3.2% | +80.8% |
| All | +53.3% | +47.3% | +6.1% | +80.8% |
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