+41.2%
HALO vs ALLY
+5.1%
+36.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | -3.4% | -3.3% | -0.1% | -3.0% |
| 30D | +4.3% | -4.1% | +8.3% | +4.7% |
| 3M | +51.8% | +1.4% | +50.4% | +50.5% |
| 6M | +57.8% | +14.4% | +43.4% | +52.4% |
| YTD | +59.0% | -4.9% | +63.9% | +58.6% |
| 1Y | +41.2% | +5.5% | +35.6% | +34.8% |
| All | +41.2% | +5.1% | +36.1% | +34.8% |
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