+1,652.3%
INTU vs HALO
+2,448.5%
-796.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.4% | -3.9% |
| 7D | -7.5% | +0.5% | -8.1% | -7.6% |
| 30D | -1.9% | +5.0% | -7.0% | -2.6% |
| 3M | +4.9% | +53.1% | -48.3% | -0.8% |
| 6M | -33.2% | +60.8% | -94.0% | -37.3% |
| YTD | -51.4% | +60.9% | -112.3% | -54.5% |
| 1Y | -52.0% | +42.8% | -94.8% | -54.5% |
| 3Y | -40.7% | +181.3% | -221.9% | -49.4% |
| 5Y | -41.7% | +157.6% | -199.3% | -50.2% |
| 10Y | +211.1% | +910.4% | -699.2% | +122.7% |
| All | +1,652.3% | +2,448.5% | -796.2% | +951.4% |
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