+64.2%
HALO vs BIYA
-99.8%
+164.0%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.4% |
| 7D | -3.4% | -1.3% | -2.1% | -3.4% |
| 30D | +4.3% | -15.9% | +20.2% | +4.3% |
| 3M | +51.8% | -81.2% | +133.0% | +52.1% |
| 6M | +57.8% | -88.2% | +146.0% | +58.8% |
| YTD | +59.0% | -94.1% | +153.1% | +60.3% |
| 1Y | +41.2% | -98.7% | +139.8% | +46.3% |
| All | +64.2% | -99.8% | +164.0% | +72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 5y: compounded portfolio wealth divided by compounded BIYA 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…
5y analysis · Full analysis span regression · 6 months rolling