+876.3%
HALO vs IBN
+324.2%
+552.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.3% |
| 7D | -2.7% | -3.0% | +0.3% | -1.9% |
| 30D | +5.3% | -1.5% | +6.8% | +5.7% |
| 3M | +51.6% | +7.9% | +43.6% | +48.3% |
| 6M | +61.3% | +8.6% | +52.6% | +57.4% |
| YTD | +59.3% | -0.6% | +59.8% | +59.1% |
| 1Y | +38.3% | -7.3% | +45.6% | +40.5% |
| 3Y | +185.9% | +26.2% | +159.7% | +166.2% |
| 5Y | +159.9% | +57.8% | +102.1% | +126.1% |
| All | +876.3% | +324.2% | +552.1% | +543.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling