+1,029.4%
MDB vs HALO
+506.0%
+523.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | -1.8% | -2.7% | +0.9% | -0.8% |
| 30D | -17.3% | +5.3% | -22.6% | -19.0% |
| 3M | +2.2% | +51.6% | -49.4% | -12.9% |
| 6M | +33.9% | +61.3% | -27.4% | +10.9% |
| YTD | -13.7% | +59.3% | -73.0% | -28.8% |
| 1Y | +9.1% | +38.3% | -29.2% | -5.6% |
| 3Y | -8.1% | +185.9% | -194.0% | -46.6% |
| 5Y | -25.9% | +159.9% | -185.8% | -56.2% |
| All | +1,029.4% | +506.0% | +523.4% | +334.3% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling