+25.9%
LUV vs HALO
+41.1%
-15.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.4% |
| 7D | -1.0% | -2.7% | +1.8% | -0.4% |
| 30D | -12.4% | +5.3% | -17.7% | -13.2% |
| 3M | -11.0% | +51.6% | -62.5% | -20.5% |
| 6M | -5.0% | +61.3% | -66.2% | -17.2% |
| YTD | -3.8% | +59.3% | -63.1% | -15.0% |
| 1Y | +25.9% | +38.3% | -12.4% | +12.6% |
| All | +25.9% | +41.1% | -15.1% | +12.6% |
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