+91.5%
HALO vs SCCO
+43.0%
+48.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.6% | +1.1% |
| 7D | +0.2% | -7.9% | +8.1% | +1.3% |
| 30D | +20.3% | -13.0% | +33.3% | +22.3% |
| 3M | +56.6% | -6.9% | +63.5% | +57.5% |
| 6M | +101.9% | +11.0% | +90.9% | +96.1% |
| YTD | +93.7% | +30.3% | +63.4% | +82.4% |
| 1Y | +91.5% | +45.0% | +46.5% | +77.5% |
| All | +91.5% | +43.0% | +48.6% | +77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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