+50.1%
HALO vs BB
+105.3%
-55.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +4.6% | -5.6% | +10.2% | +4.6% |
| 30D | +31.8% | -11.8% | +43.6% | +31.9% |
| 3M | +53.9% | -25.5% | +79.4% | +53.2% |
| 6M | +57.4% | +121.3% | -63.9% | +57.7% |
| YTD | +63.7% | +103.2% | -39.4% | +63.2% |
| 1Y | +50.1% | +102.6% | -52.5% | +49.4% |
| All | +50.1% | +105.3% | -55.2% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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