+50.1%
HALO vs TMF
-15.2%
+65.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | +4.6% | -1.4% | +6.0% | +4.9% |
| 30D | +31.8% | -2.8% | +34.7% | +32.4% |
| 3M | +53.9% | -10.9% | +64.8% | +56.7% |
| 6M | +57.4% | -21.3% | +78.7% | +64.4% |
| YTD | +63.7% | -15.9% | +79.6% | +68.9% |
| 1Y | +50.1% | -15.7% | +65.9% | +54.8% |
| All | +50.1% | -15.2% | +65.4% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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