+50.1%
HALO vs PSLV
+57.1%
-7.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.4% |
| 7D | +4.6% | -0.6% | +5.2% | +4.6% |
| 30D | +31.8% | +7.3% | +24.6% | +31.1% |
| 3M | +53.9% | -7.4% | +61.3% | +54.5% |
| 6M | +57.4% | -20.3% | +77.6% | +59.4% |
| YTD | +63.7% | -8.2% | +72.0% | +64.5% |
| 1Y | +50.1% | +57.9% | -7.8% | +42.8% |
| All | +50.1% | +57.1% | -7.0% | +42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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