+91.5%
HALO vs PLTD
-16.1%
+107.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.0% | +1.5% |
| 7D | +0.2% | +14.4% | -14.2% | +1.0% |
| 30D | +20.3% | +8.6% | +11.7% | +20.9% |
| 3M | +56.6% | -9.2% | +65.8% | +55.3% |
| 6M | +101.9% | -29.5% | +131.4% | +99.7% |
| YTD | +93.7% | -20.2% | +113.9% | +90.6% |
| 1Y | +91.5% | -16.5% | +108.0% | +88.5% |
| All | +91.5% | -16.1% | +107.6% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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