+38.3%
HALO vs ZYBT
-79.2%
+117.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.7% | +0.2% |
| 7D | -2.7% | -3.7% | +1.0% | -2.7% |
| 30D | +5.3% | 0.0% | +5.3% | +5.3% |
| 3M | +51.6% | +72.2% | -20.7% | +52.9% |
| 6M | +61.3% | +103.1% | -41.9% | +63.5% |
| YTD | +59.3% | +34.8% | +24.5% | +61.4% |
| 1Y | +38.3% | -83.2% | +121.4% | +40.8% |
| All | +38.3% | -79.2% | +117.5% | +40.8% |
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