+833.8%
HALO vs INDA
+109.8%
+724.0%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.4% |
| 7D | -2.1% | -2.6% | +0.5% | -0.7% |
| 30D | +4.6% | -2.9% | +7.6% | +6.3% |
| 3M | +50.2% | +2.4% | +47.9% | +48.3% |
| 6M | +57.6% | -2.6% | +60.2% | +59.4% |
| YTD | +59.6% | -10.0% | +69.5% | +68.3% |
| 1Y | +41.2% | -7.7% | +48.8% | +46.7% |
| 3Y | +178.9% | +8.9% | +170.0% | +164.3% |
| 5Y | +160.1% | +6.0% | +154.1% | +148.8% |
| 10Y | +967.5% | +84.4% | +883.1% | +617.0% |
| All | +833.8% | +109.8% | +724.0% | +443.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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