+80.0%
HALO vs SIRI
+59.1%
+21.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.5% | -5.1% | -5.6% |
| 7D | -6.3% | +15.9% | -22.1% | -7.0% |
| 30D | +12.1% | +26.0% | -14.0% | +10.6% |
| 3M | +47.1% | +9.2% | +37.9% | +46.1% |
| 6M | +86.7% | +28.3% | +58.4% | +83.6% |
| YTD | +82.7% | +71.5% | +11.2% | +72.3% |
| 1Y | +80.0% | +55.0% | +25.1% | +74.1% |
| All | +80.0% | +59.1% | +21.0% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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