+876.3%
HALO vs CHD
+126.1%
+750.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -2.7% | -4.5% | +1.8% | -1.7% |
| 30D | +5.3% | -6.7% | +12.0% | +6.9% |
| 3M | +51.6% | -2.7% | +54.3% | +52.2% |
| 6M | +61.3% | -4.9% | +66.2% | +62.6% |
| YTD | +59.3% | +13.3% | +45.9% | +53.9% |
| 1Y | +38.3% | +1.0% | +37.3% | +37.1% |
| 3Y | +185.9% | +1.3% | +184.5% | +181.6% |
| 5Y | +159.9% | +20.8% | +139.1% | +144.2% |
| All | +876.3% | +126.1% | +750.2% | +652.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 10y: compounded portfolio wealth divided by compounded CHD 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…
10y analysis · Full analysis span regression · 6 months rolling