+161.6%
HALO vs FND
-63.3%
+224.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | 0.0% |
| 7D | -2.7% | -5.8% | +3.0% | -1.5% |
| 30D | +5.3% | -20.2% | +25.5% | +10.4% |
| 3M | +51.6% | -12.0% | +63.5% | +54.9% |
| 6M | +61.3% | -18.5% | +79.8% | +66.5% |
| YTD | +59.3% | -22.3% | +81.5% | +65.1% |
| 1Y | +38.3% | -47.6% | +85.9% | +56.5% |
| 3Y | +185.9% | -49.8% | +235.6% | +213.0% |
| All | +161.6% | -63.3% | +224.9% | +205.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling