+96.8%
META vs HALO
+170.1%
-73.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +2.9% |
| 7D | +5.2% | -3.2% | +8.4% | +5.4% |
| 30D | -13.0% | -14.2% | +1.2% | -12.3% |
| 3M | +7.9% | -0.4% | +8.3% | +7.7% |
| 6M | +4.2% | +43.2% | -38.9% | +0.5% |
| YTD | -2.5% | +49.0% | -51.5% | -6.7% |
| 1Y | +5.6% | +40.8% | -35.3% | +1.5% |
| 3Y | +96.8% | +167.4% | -70.6% | +79.1% |
| All | +96.8% | +170.1% | -73.3% | +79.1% |
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