+157.0%
HALO vs MNDY
-49.8%
+206.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | 0.0% |
| 7D | -2.7% | -4.6% | +1.9% | -2.3% |
| 30D | +5.3% | +1.0% | +4.3% | +5.0% |
| 3M | +51.6% | +9.1% | +42.4% | +49.8% |
| 6M | +61.3% | +14.2% | +47.0% | +57.9% |
| YTD | +59.3% | -41.1% | +100.4% | +65.2% |
| 1Y | +38.3% | -54.7% | +93.0% | +46.6% |
| 3Y | +185.9% | -50.6% | +236.4% | +188.2% |
| 5Y | +159.9% | -76.7% | +236.6% | +151.3% |
| All | +157.0% | -49.8% | +206.8% | +146.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling