+35.9%
LYV vs HALO
+90.8%
-54.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +2.4% |
| 7D | +6.2% | +0.2% | +6.0% | +6.2% |
| 30D | +7.3% | +20.3% | -13.0% | +7.9% |
| 3M | -0.3% | +56.6% | -56.9% | +1.4% |
| 6M | +16.2% | +101.9% | -85.6% | +19.9% |
| YTD | +28.5% | +93.7% | -65.1% | +34.1% |
| All | +35.9% | +90.8% | -54.9% | +41.3% |
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