+1,169.3%
HALO vs FIVN
+280.5%
+888.8%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -3.4% | -11.3% | +7.9% | -1.0% |
| 30D | +4.3% | -7.3% | +11.6% | +5.6% |
| 3M | +51.8% | +41.7% | +10.1% | +40.5% |
| 6M | +57.8% | +78.3% | -20.5% | +36.8% |
| YTD | +59.0% | +50.9% | +8.1% | +41.2% |
| 1Y | +41.2% | +19.7% | +21.5% | +30.9% |
| 3Y | +177.8% | -55.7% | +233.6% | +205.6% |
| 5Y | +159.5% | -82.6% | +242.0% | +233.0% |
| 10Y | +963.6% | +113.6% | +850.0% | +596.3% |
| All | +1,169.3% | +280.5% | +888.8% | +580.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling