0.0%
LIN vs HALO
+45.2%
-45.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.9% |
| 7D | -3.5% | +0.5% | -4.0% | -3.5% |
| 30D | -4.1% | +5.0% | -9.1% | -4.2% |
| 3M | -6.4% | +53.1% | -59.5% | -8.0% |
| 6M | -2.4% | +60.8% | -63.2% | -4.5% |
| YTD | +10.9% | +60.9% | -50.0% | +7.3% |
| 1Y | 0.0% | +42.8% | -42.8% | -3.0% |
| All | 0.0% | +45.2% | -45.2% | -3.0% |
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