+538.0%
HALO vs NIO
-36.7%
+574.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | -0.4% |
| 7D | +4.6% | -13.0% | +17.6% | +5.8% |
| 30D | +31.8% | -18.3% | +50.1% | +34.1% |
| 3M | +53.9% | -33.2% | +87.1% | +59.2% |
| 6M | +57.4% | -21.5% | +78.9% | +59.7% |
| YTD | +63.7% | -25.5% | +89.2% | +66.7% |
| 1Y | +50.1% | -38.0% | +88.1% | +54.6% |
| 3Y | +157.3% | -65.5% | +222.8% | +169.1% |
| 5Y | +161.0% | -90.6% | +251.6% | +193.0% |
| All | +538.0% | -36.7% | +574.7% | +492.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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