+669.0%
GRMN vs HALO
+979.6%
-310.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.1% | +4.2% |
| 7D | +2.4% | -2.7% | +5.1% | +2.9% |
| 30D | -8.5% | +5.3% | -13.8% | -9.3% |
| 3M | +19.5% | +51.6% | -32.1% | +11.2% |
| 6M | +21.2% | +61.3% | -40.1% | +11.4% |
| YTD | +41.0% | +59.3% | -18.2% | +29.5% |
| 1Y | +19.6% | +38.3% | -18.7% | +12.2% |
| 3Y | +183.8% | +185.9% | -2.1% | +127.2% |
| 5Y | +83.0% | +159.9% | -76.9% | +46.3% |
| All | +669.0% | +979.6% | -310.6% | +407.4% |
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 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