+184.7%
HIMS vs HALO
+547.3%
-362.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.1% | -0.7% |
| 7D | -2.7% | -2.1% | -0.6% | -2.1% |
| 30D | -12.2% | +4.6% | -16.8% | -13.3% |
| 3M | -3.7% | +50.2% | -54.0% | -15.4% |
| 6M | +25.9% | +57.6% | -31.7% | +8.5% |
| YTD | -14.1% | +59.6% | -73.6% | -26.3% |
| 1Y | -41.6% | +41.2% | -82.8% | -48.1% |
| 3Y | +327.3% | +178.9% | +148.4% | +189.9% |
| 5Y | +207.9% | +160.1% | +47.9% | +107.0% |
| All | +184.7% | +547.3% | -362.6% | +86.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 all: compounded portfolio wealth divided by compounded HALO 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…
all analysis · Full analysis span regression · 6 months rolling