+876.3%
HALO vs MDY
+177.2%
+699.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.5% |
| 7D | -2.7% | -1.9% | -0.9% | -1.3% |
| 30D | +5.3% | -4.6% | +10.0% | +9.3% |
| 3M | +51.6% | -1.2% | +52.8% | +53.0% |
| 6M | +61.3% | +9.2% | +52.0% | +50.0% |
| YTD | +59.3% | +13.1% | +46.2% | +44.2% |
| 1Y | +38.3% | +13.0% | +25.3% | +24.8% |
| 3Y | +185.9% | +49.2% | +136.7% | +103.4% |
| 5Y | +159.9% | +47.2% | +112.7% | +86.0% |
| All | +876.3% | +177.2% | +699.1% | +242.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling