+876.3%
HALO vs RVTY
+145.6%
+730.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -0.9% |
| 7D | -2.7% | -4.5% | +1.8% | -0.9% |
| 30D | +5.3% | +5.5% | -0.1% | +2.9% |
| 3M | +51.6% | +22.5% | +29.0% | +38.7% |
| 6M | +61.3% | +38.9% | +22.4% | +38.9% |
| YTD | +59.3% | +28.7% | +30.5% | +40.0% |
| 1Y | +38.3% | +45.5% | -7.2% | +14.4% |
| 3Y | +185.9% | +16.4% | +169.5% | +151.9% |
| 5Y | +159.9% | -32.7% | +192.7% | +188.0% |
| All | +876.3% | +145.6% | +730.7% | +411.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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