+185.3%
HALO vs FND
-50.8%
+236.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.1% |
| 7D | -3.4% | -5.1% | +1.7% | -2.6% |
| 30D | +4.3% | -22.5% | +26.8% | +8.7% |
| 3M | +51.8% | -5.0% | +56.8% | +52.5% |
| 6M | +57.8% | -21.5% | +79.3% | +63.2% |
| YTD | +59.0% | -23.0% | +82.0% | +64.0% |
| 1Y | +41.2% | -44.9% | +86.1% | +54.7% |
| All | +185.3% | -50.8% | +236.1% | +187.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling