+876.3%
HALO vs FIVN
+118.5%
+757.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.1% |
| 7D | -2.7% | -7.8% | +5.1% | -1.1% |
| 30D | +5.3% | -1.7% | +7.0% | +5.4% |
| 3M | +51.6% | +47.2% | +4.4% | +39.6% |
| 6M | +61.3% | +82.7% | -21.5% | +39.6% |
| YTD | +59.3% | +52.9% | +6.4% | +41.6% |
| 1Y | +38.3% | +17.5% | +20.8% | +29.2% |
| 3Y | +185.9% | -55.8% | +241.7% | +216.0% |
| 5Y | +159.9% | -82.3% | +242.3% | +237.2% |
| All | +876.3% | +118.5% | +757.8% | +536.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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