+963.5%
HOOD vs HALO
+178.6%
+784.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -0.9% | -1.5% |
| 7D | +7.7% | -2.1% | +9.8% | +8.4% |
| 30D | +22.0% | +4.6% | +17.3% | +20.8% |
| 3M | +37.6% | +50.2% | -12.6% | +24.3% |
| 6M | +45.3% | +57.6% | -12.3% | +29.3% |
| YTD | +1.9% | +59.6% | -57.6% | -9.6% |
| 1Y | -2.7% | +41.2% | -43.9% | -11.4% |
| All | +963.5% | +178.6% | +784.9% | +619.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling