+124.1%
HALO vs PLTD
-76.9%
+201.0%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.2% |
| 7D | -2.7% | +4.2% | -7.0% | -2.5% |
| 30D | +5.3% | +0.7% | +4.6% | +5.4% |
| 3M | +51.6% | -32.4% | +83.9% | +50.4% |
| 6M | +61.3% | -26.2% | +87.5% | +60.5% |
| YTD | +59.3% | -17.0% | +76.3% | +59.1% |
| 1Y | +38.3% | -26.7% | +65.0% | +37.7% |
| All | +124.1% | -76.9% | +201.0% | +120.9% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling