+91.5%
HALO vs MNDY
-51.7%
+143.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.4% | -2.1% | +1.3% |
| 7D | +0.2% | -1.0% | +1.3% | +0.3% |
| 30D | +20.3% | +17.1% | +3.2% | +19.9% |
| 3M | +56.6% | +3.2% | +53.4% | +56.0% |
| 6M | +101.9% | +25.2% | +76.7% | +101.9% |
| YTD | +93.7% | -34.4% | +128.1% | +83.9% |
| 1Y | +91.5% | -49.8% | +141.3% | +75.8% |
| All | +91.5% | -51.7% | +143.2% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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