+199.4%
HALO vs NVDX
+772.1%
-572.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -2.7% | -10.2% | +7.5% | -2.3% |
| 30D | +5.3% | -7.3% | +12.6% | +5.5% |
| 3M | +51.6% | +5.5% | +46.0% | +50.9% |
| 6M | +61.3% | +18.3% | +43.0% | +59.2% |
| YTD | +59.3% | +11.4% | +47.8% | +57.3% |
| 1Y | +38.3% | +12.7% | +25.6% | +36.0% |
| All | +199.4% | +772.1% | -572.7% | +139.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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