+50.1%
HALO vs IOVA
+299.5%
-249.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.6% |
| 7D | +4.6% | +9.7% | -5.1% | +4.0% |
| 30D | +31.8% | +102.5% | -70.7% | +25.1% |
| 3M | +53.9% | +100.7% | -46.8% | +45.5% |
| 6M | +57.4% | +106.3% | -49.0% | +47.5% |
| YTD | +63.7% | +222.0% | -158.2% | +48.9% |
| 1Y | +50.1% | +299.5% | -249.4% | +34.7% |
| All | +50.1% | +299.5% | -249.4% | +34.7% |
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