+2,426.8%
HALO vs IBN
+1,375.2%
+1,051.7%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.3% |
| 7D | -2.1% | -5.1% | +3.0% | -0.3% |
| 30D | +4.6% | -3.5% | +8.2% | +5.9% |
| 3M | +50.2% | +11.3% | +38.9% | +44.5% |
| 6M | +57.6% | +4.4% | +53.2% | +54.8% |
| YTD | +59.6% | -1.8% | +61.4% | +59.9% |
| 1Y | +41.2% | -8.0% | +49.2% | +44.4% |
| 3Y | +178.9% | +27.1% | +151.8% | +152.4% |
| 5Y | +160.1% | +54.5% | +105.6% | +116.6% |
| 10Y | +967.5% | +314.2% | +653.3% | +464.1% |
| All | +2,426.8% | +1,375.2% | +1,051.7% | +819.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling