+200.1%
GDDY vs HALO
+979.6%
-779.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | -3.2% | -2.7% | -0.5% | -2.6% |
| 30D | +6.8% | +5.3% | +1.5% | +5.6% |
| 3M | +30.5% | +51.6% | -21.1% | +18.7% |
| 6M | +13.3% | +61.3% | -47.9% | +1.5% |
| YTD | -21.0% | +59.3% | -80.2% | -29.3% |
| 1Y | -34.0% | +38.3% | -72.3% | -39.3% |
| 3Y | +33.1% | +185.9% | -152.8% | -1.9% |
| 5Y | +30.3% | +159.9% | -129.6% | -4.4% |
| All | +200.1% | +979.6% | -779.5% | +70.1% |
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