+91.5%
HALO vs STLA
-53.0%
+144.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.8% | -2.5% | +1.3% |
| 7D | +0.2% | -0.6% | +0.9% | +0.2% |
| 30D | +20.3% | +3.6% | +16.8% | +20.3% |
| 3M | +56.6% | -20.6% | +77.3% | +57.2% |
| 6M | +101.9% | -34.3% | +136.2% | +103.5% |
| YTD | +93.7% | -57.3% | +151.0% | +94.9% |
| 1Y | +91.5% | -52.6% | +144.2% | +89.5% |
| All | +91.5% | -53.0% | +144.5% | +89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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