+13,193.3%
GOOGL vs HALO
+6,570.2%
+6,623.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.4% | -2.2% |
| 7D | -1.9% | -2.1% | +0.2% | -1.6% |
| 30D | -7.5% | +4.6% | -12.1% | -8.1% |
| 3M | -9.2% | +50.2% | -59.4% | -14.4% |
| 6M | +8.1% | +57.6% | -49.5% | +1.0% |
| YTD | +5.8% | +59.6% | -53.7% | -1.4% |
| 1Y | +38.3% | +41.2% | -2.8% | +30.9% |
| 3Y | +144.8% | +178.9% | -34.1% | +105.4% |
| 5Y | +132.5% | +160.1% | -27.5% | +94.1% |
| 10Y | +746.7% | +967.5% | -220.8% | +464.2% |
| All | +13,193.3% | +6,570.2% | +6,623.1% | +5,756.8% |
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