+91.5%
HALO vs ALLE
+18.6%
+73.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.4% | +1.1% |
| 7D | +0.2% | +6.7% | -6.4% | -0.8% |
| 30D | +20.3% | +25.4% | -5.1% | +15.8% |
| 3M | +56.6% | +16.9% | +39.7% | +52.8% |
| 6M | +101.9% | +46.6% | +55.3% | +87.9% |
| YTD | +93.7% | +22.4% | +71.3% | +83.1% |
| 1Y | +91.5% | +17.7% | +73.8% | +82.3% |
| All | +91.5% | +18.6% | +73.0% | +82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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