+79.8%
GDXJ vs HALO
+1,637.7%
-1,557.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.2% | +1.4% |
| 7D | +0.9% | -2.1% | +3.0% | +1.2% |
| 30D | +8.8% | +4.6% | +4.2% | +8.3% |
| 3M | +29.8% | +50.2% | -20.4% | +24.6% |
| 6M | -5.8% | +57.6% | -63.4% | -10.1% |
| YTD | +13.6% | +59.6% | -46.0% | +8.2% |
| 1Y | +54.5% | +41.2% | +13.3% | +48.8% |
| 3Y | +301.4% | +178.9% | +122.5% | +256.3% |
| 5Y | +236.3% | +160.1% | +76.3% | +197.6% |
| 10Y | +240.1% | +967.5% | -727.4% | +160.1% |
| All | +79.8% | +1,637.7% | -1,557.9% | +5.1% |
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 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