+175.3%
HOOD vs HALO
+157.2%
+18.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | -9.1% | -3.4% | -5.7% | -8.0% |
| 30D | +20.1% | +4.3% | +15.8% | +18.6% |
| 3M | +31.2% | +51.8% | -20.5% | +12.9% |
| 6M | +44.3% | +57.8% | -13.5% | +22.1% |
| YTD | +0.2% | +59.0% | -58.8% | -15.8% |
| 1Y | -3.5% | +41.2% | -44.7% | -15.8% |
| 3Y | +955.2% | +177.8% | +777.4% | +539.8% |
| 5Y | +175.3% | +159.5% | +15.8% | +50.9% |
| All | +175.3% | +157.2% | +18.1% | +50.9% |
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