+1.5%
HON vs HALO
+158.6%
-157.2%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -3.5% | -2.7% | -0.7% | -3.1% |
| 30D | -13.8% | +5.3% | -19.1% | -14.5% |
| 3M | -11.7% | +51.6% | -63.2% | -17.2% |
| 6M | -18.7% | +61.3% | -80.0% | -24.7% |
| YTD | +0.2% | +59.3% | -59.0% | -7.1% |
| 1Y | -3.1% | +38.3% | -41.3% | -8.4% |
| 3Y | +17.0% | +185.9% | -168.9% | -4.2% |
| All | +1.5% | +158.6% | -157.2% | -19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling