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  • HOOD vs HALO✓SelectedUSD · HALOHOOD vs HALO performance historyLatest closeAs of-0.67%09/11
Stock and ETF performance explorer

HOOD vs HALO

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-4.4%
HALO return
+41.1%
Excess return
-45.5%
Maximum drawdown
-57.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioHALOExcessAlpha
1D-0.7%+0.2%-0.9%-0.7%
7D-7.8%-2.7%-5.1%-7.2%
30D+18.6%+5.3%+13.3%+17.7%
3M+22.1%+51.6%-29.5%+12.4%
6M+43.1%+61.3%-18.2%+28.4%
YTD-0.5%+59.3%-59.8%-8.4%
1Y-4.4%+38.3%-42.7%-10.7%
All-4.4%+41.1%-45.5%-10.7%

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 1y: 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…

1y analysis · Full analysis span regression · 6 months rolling