+10.3%
GLXY vs HALO
+120.4%
-110.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.8% | -6.2% | -6.8% |
| 7D | +4.5% | -2.1% | +6.6% | +5.1% |
| 30D | +28.8% | +4.6% | +24.2% | +27.6% |
| 3M | -23.0% | +50.2% | -73.3% | -31.2% |
| 6M | +17.0% | +57.6% | -40.6% | +2.1% |
| YTD | +12.5% | +59.6% | -47.1% | -3.1% |
| 1Y | -5.4% | +41.2% | -46.6% | -13.7% |
| All | +10.3% | +120.4% | -110.1% | -14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling