+214.2%
GDX vs HALO
+4,138.1%
-3,923.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.2% |
| 7D | -0.4% | +4.6% | -5.0% | -0.7% |
| 30D | +18.6% | +31.8% | -13.2% | +16.1% |
| 3M | +14.9% | +53.9% | -39.0% | +11.2% |
| 6M | -6.3% | +57.4% | -63.6% | -9.5% |
| YTD | +15.7% | +63.7% | -48.0% | +11.4% |
| 1Y | +54.8% | +50.1% | +4.7% | +49.9% |
| 3Y | +253.4% | +157.3% | +96.1% | +225.4% |
| 5Y | +219.7% | +161.0% | +58.7% | +191.7% |
| 10Y | +300.2% | +1,018.7% | -718.5% | +224.3% |
| All | +214.2% | +4,138.1% | -3,923.9% | +111.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling