+161.6%
HALO vs SOXQ
+258.1%
-96.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.2% |
| 7D | -2.7% | +0.8% | -3.5% | -2.9% |
| 30D | +5.3% | -4.6% | +9.9% | +6.3% |
| 3M | +51.6% | -10.2% | +61.7% | +53.9% |
| 6M | +61.3% | +49.7% | +11.6% | +40.9% |
| YTD | +59.3% | +67.2% | -8.0% | +34.8% |
| 1Y | +38.3% | +98.0% | -59.7% | +10.8% |
| 3Y | +185.9% | +237.2% | -51.3% | +83.1% |
| All | +161.6% | +258.1% | -96.5% | +54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling