+2,106.3%
LIN vs HALO
+2,338.4%
-232.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -15.7% | +14.6% | +0.6% |
| 7D | +0.2% | -20.8% | +21.0% | +2.7% |
| 30D | +6.5% | -6.5% | +12.9% | +7.0% |
| 3M | +5.5% | +20.8% | -15.4% | +2.7% |
| 6M | +3.3% | +56.2% | -52.9% | -2.4% |
| YTD | +22.0% | +54.0% | -32.0% | +15.1% |
| 1Y | +25.7% | +51.5% | -25.8% | +18.7% |
| 3Y | +36.2% | +193.9% | -157.7% | +16.8% |
| 5Y | +66.1% | +154.6% | -88.5% | +42.8% |
| 10Y | +431.0% | +1,124.9% | -694.0% | +270.7% |
| All | +2,106.3% | +2,338.4% | -232.1% | +1,103.5% |
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