+42.1%
HALO vs FIGR
-0.1%
+42.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.5% |
| 7D | +4.6% | -0.2% | +4.8% | +4.6% |
| 30D | +31.8% | +25.2% | +6.7% | +31.4% |
| 3M | +53.9% | +14.8% | +39.1% | +53.4% |
| 6M | +57.4% | +17.9% | +39.4% | +56.9% |
| YTD | +63.7% | -11.9% | +75.7% | +62.1% |
| All | +42.1% | -0.1% | +42.2% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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