+41.2%
HALO vs ALLE
-11.2%
+52.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +1.9% | -0.2% |
| 7D | -2.1% | -2.2% | +0.1% | -1.6% |
| 30D | +4.6% | -8.3% | +13.0% | +6.6% |
| 3M | +50.2% | +16.3% | +34.0% | +45.3% |
| 6M | +57.6% | +1.8% | +55.8% | +55.2% |
| YTD | +59.6% | -3.9% | +63.5% | +57.0% |
| 1Y | +41.2% | -10.0% | +51.2% | +39.7% |
| All | +41.2% | -11.2% | +52.3% | +39.7% |
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