+50.1%
HALO vs FND
-36.4%
+86.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.7% |
| 7D | +4.6% | -5.2% | +9.8% | +5.3% |
| 30D | +31.8% | -19.9% | +51.7% | +35.5% |
| 3M | +53.9% | +2.7% | +51.2% | +53.7% |
| 6M | +57.4% | -21.7% | +79.0% | +61.5% |
| YTD | +63.7% | -17.5% | +81.2% | +65.2% |
| 1Y | +50.1% | -39.3% | +89.4% | +60.4% |
| All | +50.1% | -36.4% | +86.5% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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