+46.5%
LNT vs HALO
+178.1%
-131.6%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -1.0% | -2.7% | +1.7% | -0.9% |
| 30D | -4.2% | +5.3% | -9.6% | -4.5% |
| 3M | -6.7% | +51.6% | -58.2% | -9.2% |
| 6M | -3.6% | +61.3% | -64.8% | -6.6% |
| YTD | +5.9% | +59.3% | -53.4% | +2.5% |
| 1Y | +7.3% | +38.3% | -31.0% | +4.8% |
| 3Y | +46.5% | +185.9% | -139.4% | +28.4% |
| All | +46.5% | +178.1% | -131.6% | +28.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling