+185.9%
HALO vs SOXQ
+232.9%
-47.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.1% |
| 7D | -2.7% | +0.8% | -3.5% | -2.8% |
| 30D | +5.3% | -4.6% | +9.9% | +6.0% |
| 3M | +51.6% | -10.2% | +61.7% | +53.2% |
| 6M | +61.3% | +49.7% | +11.6% | +46.0% |
| YTD | +59.3% | +67.2% | -8.0% | +41.0% |
| 1Y | +38.3% | +98.0% | -59.7% | +17.8% |
| 3Y | +185.9% | +237.2% | -51.3% | +90.6% |
| All | +185.9% | +232.9% | -47.0% | +90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 3y: compounded portfolio wealth divided by compounded SOXQ 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…
3y analysis · Full analysis span regression · 6 months rolling