+91.5%
HALO vs PTC
+0.1%
+91.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.8% | +1.3% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | +20.3% | +1.5% | +18.8% | +20.4% |
| 3M | +56.6% | +37.8% | +18.8% | +56.7% |
| 6M | +101.9% | +41.2% | +60.6% | +100.9% |
| YTD | +93.7% | +12.0% | +81.6% | +88.9% |
| 1Y | +91.5% | +1.6% | +89.9% | +83.4% |
| All | +91.5% | +0.1% | +91.5% | +83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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