+708.3%
HALO vs RACE
+741.5%
-33.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -22.0% | -3.9% | -18.1% | -20.8% |
| 30D | -8.5% | +6.8% | -15.3% | -10.5% |
| 3M | -0.9% | +1.3% | -2.3% | -1.5% |
| 6M | +53.1% | +26.3% | +26.8% | +40.0% |
| YTD | +51.1% | +13.8% | +37.3% | +42.4% |
| 1Y | +45.0% | -0.5% | +45.4% | +43.4% |
| 3Y | +173.0% | +25.6% | +147.3% | +135.3% |
| 5Y | +163.6% | +67.6% | +96.0% | +95.6% |
| 10Y | +708.3% | +724.7% | -16.4% | +203.0% |
| All | +708.3% | +741.5% | -33.2% | +203.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling