+50.1%
HALO vs ZYBT
-83.2%
+133.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.5% |
| 7D | +4.6% | -6.9% | +11.5% | +4.6% |
| 30D | +31.8% | -31.8% | +63.6% | +31.8% |
| 3M | +53.9% | +94.0% | -40.1% | +55.3% |
| 6M | +57.4% | +99.0% | -41.6% | +59.6% |
| YTD | +63.7% | +40.0% | +23.7% | +66.0% |
| 1Y | +50.1% | -79.5% | +129.7% | +54.8% |
| All | +50.1% | -83.2% | +133.3% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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