+50.1%
HALO vs CASY
+51.2%
-1.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +4.6% | +0.1% | +4.5% | +4.6% |
| 30D | +31.8% | -11.3% | +43.2% | +32.7% |
| 3M | +53.9% | -0.6% | +54.5% | +53.3% |
| 6M | +57.4% | +10.7% | +46.7% | +53.3% |
| YTD | +63.7% | +37.1% | +26.6% | +56.8% |
| 1Y | +50.1% | +52.3% | -2.2% | +39.5% |
| All | +50.1% | +51.2% | -1.1% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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