+2,426.8%
HALO vs MDY
+724.3%
+1,702.5%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.2% | +0.3% |
| 7D | -2.1% | -0.8% | -1.3% | -1.3% |
| 30D | +4.6% | -3.9% | +8.5% | +9.0% |
| 3M | +50.2% | 0.0% | +50.3% | +50.1% |
| 6M | +57.6% | +8.5% | +49.1% | +43.8% |
| YTD | +59.6% | +13.2% | +46.4% | +39.1% |
| 1Y | +41.2% | +15.0% | +26.1% | +20.4% |
| 3Y | +178.9% | +49.6% | +129.3% | +74.3% |
| 5Y | +160.1% | +46.0% | +114.1% | +63.3% |
| 10Y | +967.5% | +176.4% | +791.1% | +197.6% |
| All | +2,426.8% | +724.3% | +1,702.5% | +184.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling