+180.6%
HALO vs ALLE
+93.1%
+87.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -1.4% |
| 7D | -20.2% | -0.6% | -19.6% | -20.0% |
| 30D | -6.8% | +26.6% | -33.4% | -12.7% |
| 3M | -0.2% | +13.2% | -13.4% | -3.5% |
| 6M | +60.5% | +42.9% | +17.6% | +44.4% |
| YTD | +52.9% | +21.0% | +31.9% | +43.4% |
| 1Y | +50.8% | +15.2% | +35.7% | +43.7% |
| 3Y | +180.6% | +95.6% | +85.0% | +135.4% |
| All | +180.6% | +93.1% | +87.5% | +135.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling