+453.2%
HUT vs HALO
+436.7%
+16.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.7% | +8.1% | +7.0% |
| 7D | +28.3% | +0.5% | +27.7% | +28.0% |
| 30D | +12.3% | +5.0% | +7.3% | +9.9% |
| 3M | -16.8% | +53.1% | -69.9% | -31.4% |
| 6M | +111.4% | +60.8% | +50.6% | +71.2% |
| YTD | +116.6% | +60.9% | +55.6% | +75.3% |
| 1Y | +290.5% | +42.8% | +247.7% | +230.3% |
| 3Y | +792.3% | +181.3% | +611.0% | +412.5% |
| 5Y | +94.1% | +157.6% | -63.4% | +14.8% |
| All | +453.2% | +436.7% | +16.5% | +139.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling