+38.3%
HALO vs BOXX
+4.0%
+34.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | -0.1% |
| 7D | -2.7% | +0.1% | -2.8% | -3.0% |
| 30D | +5.3% | +0.3% | +5.0% | +2.8% |
| 3M | +51.6% | +1.0% | +50.5% | +37.7% |
| 6M | +61.3% | +1.9% | +59.3% | +24.7% |
| YTD | +59.3% | +2.7% | +56.6% | +8.8% |
| 1Y | +38.3% | +4.0% | +34.2% | -17.2% |
| All | +38.3% | +4.0% | +34.2% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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