+181.3%
HALO vs CASY
+209.8%
-28.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.0% | +1.3% | -1.2% |
| 7D | +0.5% | -4.4% | +4.9% | +1.4% |
| 30D | +5.0% | -12.0% | +17.1% | +7.4% |
| 3M | +53.1% | -2.3% | +55.5% | +52.2% |
| 6M | +60.8% | +10.5% | +50.2% | +54.6% |
| YTD | +60.9% | +33.0% | +27.9% | +47.7% |
| 1Y | +42.8% | +41.1% | +1.7% | +28.6% |
| 3Y | +181.3% | +207.5% | -26.2% | +85.6% |
| All | +181.3% | +209.8% | -28.5% | +85.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling