+50.1%
HALO vs CPAY
+29.9%
+20.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.5% |
| 7D | +4.6% | +2.1% | +2.5% | +4.4% |
| 30D | +31.8% | +5.5% | +26.3% | +31.2% |
| 3M | +53.9% | +16.6% | +37.3% | +51.6% |
| 6M | +57.4% | +26.7% | +30.7% | +53.8% |
| YTD | +63.7% | +38.4% | +25.4% | +57.9% |
| 1Y | +50.1% | +30.1% | +20.0% | +43.9% |
| All | +50.1% | +29.9% | +20.2% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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