+91.5%
HALO vs ADVB
-76.7%
+168.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.5% | +5.9% | +1.3% |
| 7D | +0.2% | -29.5% | +29.8% | -0.1% |
| 30D | +20.3% | -66.9% | +87.2% | +19.1% |
| 3M | +56.6% | -73.7% | +130.3% | +55.0% |
| 6M | +101.9% | -64.8% | +166.6% | +99.3% |
| YTD | +93.7% | -64.0% | +157.7% | +88.9% |
| 1Y | +91.5% | -77.0% | +168.5% | +103.9% |
| All | +91.5% | -76.7% | +168.2% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling