+91.5%
HALO vs FND
-10.3%
+101.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +10.9% | -9.6% | +0.1% |
| 7D | +0.2% | +12.3% | -12.1% | -1.2% |
| 30D | +20.3% | +14.7% | +5.6% | +18.3% |
| 3M | +56.6% | -12.0% | +68.6% | +58.7% |
| 6M | +101.9% | +10.8% | +91.1% | +99.2% |
| YTD | +93.7% | -12.3% | +106.0% | +93.8% |
| 1Y | +91.5% | -13.4% | +104.9% | +92.0% |
| All | +91.5% | -10.3% | +101.8% | +92.0% |
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