+92.4%
FOXA vs HALO
+570.4%
-478.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | +0.8% | -2.7% | +3.5% | +1.2% |
| 30D | +5.0% | +5.3% | -0.3% | +4.2% |
| 3M | -3.0% | +51.6% | -54.6% | -9.3% |
| 6M | +14.8% | +61.3% | -46.5% | +6.2% |
| YTD | -8.9% | +59.3% | -68.2% | -15.8% |
| 1Y | +13.3% | +38.3% | -24.9% | +6.9% |
| 3Y | +115.4% | +185.9% | -70.5% | +72.5% |
| 5Y | +95.3% | +159.9% | -64.7% | +55.6% |
| All | +92.4% | +570.4% | -478.1% | +11.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling