+91.5%
HALO vs IRM
+19.5%
+72.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +1.3% |
| 7D | +0.2% | +2.6% | -2.3% | +0.2% |
| 30D | +20.3% | +5.6% | +14.7% | +20.1% |
| 3M | +56.6% | -4.7% | +61.3% | +56.6% |
| 6M | +101.9% | -6.1% | +108.0% | +102.0% |
| YTD | +93.7% | +46.3% | +47.3% | +85.7% |
| 1Y | +91.5% | +18.7% | +72.8% | +83.6% |
| All | +91.5% | +19.5% | +72.1% | +83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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