+794.1%
HALO vs INVH
+75.4%
+718.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -2.7% | -3.0% | +0.3% | -1.6% |
| 30D | +5.3% | -7.5% | +12.8% | +8.3% |
| 3M | +51.6% | -5.5% | +57.1% | +54.5% |
| 6M | +61.3% | +11.7% | +49.5% | +54.1% |
| YTD | +59.3% | +1.3% | +58.0% | +57.4% |
| 1Y | +38.3% | -6.1% | +44.3% | +40.5% |
| 3Y | +185.9% | -9.8% | +195.6% | +193.0% |
| 5Y | +159.9% | -19.7% | +179.6% | +175.4% |
| All | +794.1% | +75.4% | +718.7% | +631.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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