+91.5%
HALO vs IOVA
+362.8%
-271.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.4% |
| 7D | +0.2% | -41.3% | +41.5% | +2.5% |
| 30D | +20.3% | -38.5% | +58.9% | +22.6% |
| 3M | +56.6% | +99.5% | -42.9% | +45.8% |
| 6M | +101.9% | +126.0% | -24.1% | +84.8% |
| YTD | +93.7% | +218.7% | -125.0% | +71.8% |
| 1Y | +91.5% | +378.0% | -286.5% | +60.7% |
| All | +91.5% | +362.8% | -271.2% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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