+50.1%
HALO vs IBN
-4.0%
+54.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | +4.6% | +1.4% | +3.2% | +4.2% |
| 30D | +31.8% | -0.3% | +32.2% | +31.9% |
| 3M | +53.9% | +17.1% | +36.8% | +45.8% |
| 6M | +57.4% | +3.4% | +54.0% | +54.8% |
| YTD | +63.7% | +2.5% | +61.2% | +61.1% |
| 1Y | +50.1% | -4.2% | +54.3% | +49.6% |
| All | +50.1% | -4.0% | +54.1% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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