+91.5%
HALO vs QSR
+23.8%
+67.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.5% | -4.1% | +0.4% |
| 7D | +0.2% | +5.2% | -4.9% | -0.6% |
| 30D | +20.3% | +12.2% | +8.2% | +18.0% |
| 3M | +56.6% | +7.0% | +49.6% | +54.8% |
| 6M | +101.9% | -0.3% | +102.2% | +99.8% |
| YTD | +93.7% | +18.0% | +75.7% | +88.9% |
| 1Y | +91.5% | +22.6% | +68.9% | +85.6% |
| All | +91.5% | +23.8% | +67.7% | +85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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