+223.3%
HOOD vs HALO
+156.8%
+66.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -7.8% | -2.7% | -5.1% | -7.0% |
| 30D | +18.6% | +5.3% | +13.3% | +16.8% |
| 3M | +22.1% | +51.6% | -29.5% | +5.6% |
| 6M | +43.1% | +61.3% | -18.2% | +20.9% |
| YTD | -0.5% | +59.3% | -59.8% | -15.9% |
| 1Y | -4.4% | +38.3% | -42.7% | -15.5% |
| 3Y | +938.5% | +185.9% | +752.6% | +536.9% |
| 5Y | +173.4% | +159.9% | +13.5% | +50.8% |
| All | +223.3% | +156.8% | +66.5% | +81.8% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling