+176.5%
HALO vs ALLY
+60.4%
+116.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.4% |
| 7D | -19.9% | -0.7% | -19.3% | -19.8% |
| 30D | -6.7% | +1.1% | -7.9% | -6.9% |
| 3M | +0.4% | -13.2% | +13.5% | +2.7% |
| 6M | +60.6% | -13.5% | +74.1% | +64.0% |
| YTD | +53.0% | -14.3% | +67.3% | +56.0% |
| 1Y | +51.4% | -1.1% | +52.6% | +50.2% |
| 3Y | +176.5% | +62.0% | +114.5% | +145.6% |
| All | +176.5% | +60.4% | +116.1% | +145.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling