+50.1%
HALO vs ALLY
+9.5%
+40.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | +4.6% | +3.7% | +0.9% | +4.1% |
| 30D | +31.8% | -2.3% | +34.1% | +32.1% |
| 3M | +53.9% | +3.8% | +50.1% | +52.3% |
| 6M | +57.4% | +9.7% | +47.7% | +53.2% |
| YTD | +63.7% | -1.4% | +65.1% | +62.5% |
| 1Y | +50.1% | +8.2% | +41.9% | +45.3% |
| All | +50.1% | +9.5% | +40.6% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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