+418.8%
META vs HALO
+924.7%
-505.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.8% | +7.4% | +6.7% |
| 7D | +10.3% | -2.1% | +12.3% | +10.7% |
| 30D | +9.9% | +4.6% | +5.2% | +8.8% |
| 3M | +11.9% | +50.2% | -38.3% | +2.3% |
| 6M | +1.2% | +57.6% | -56.4% | -8.6% |
| YTD | -0.8% | +59.6% | -60.4% | -11.0% |
| 1Y | -14.3% | +41.2% | -55.5% | -21.4% |
| 3Y | +121.4% | +178.9% | -57.5% | +66.8% |
| 5Y | +74.5% | +160.1% | -85.6% | +31.0% |
| 10Y | +418.8% | +967.5% | -548.7% | +203.5% |
| All | +418.8% | +924.7% | -505.9% | +203.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling