+2,492.7%
HALO vs DOC
+186.8%
+2,305.9%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | +0.3% |
| 7D | +4.6% | -1.5% | +6.1% | +5.3% |
| 30D | +31.8% | -4.8% | +36.6% | +34.6% |
| 3M | +53.9% | +6.9% | +47.0% | +49.4% |
| 6M | +57.4% | +20.7% | +36.6% | +43.3% |
| YTD | +63.7% | +34.1% | +29.6% | +42.0% |
| 1Y | +50.1% | +22.6% | +27.5% | +34.9% |
| 3Y | +157.3% | +20.8% | +136.5% | +128.5% |
| 5Y | +161.0% | -24.9% | +185.9% | +181.1% |
| 10Y | +1,018.7% | -1.8% | +1,020.5% | +866.9% |
| All | +2,492.7% | +186.8% | +2,305.9% | +1,036.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 all: compounded portfolio wealth divided by compounded DOC 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…
all analysis · Full analysis span regression · 6 months rolling