+53.1%
MNST vs HALO
+176.9%
-123.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -1.4% |
| 7D | -4.1% | +0.5% | -4.6% | -4.1% |
| 30D | -4.5% | +5.0% | -9.5% | -4.9% |
| 3M | -2.5% | +53.1% | -55.6% | -6.4% |
| 6M | +14.1% | +60.8% | -46.6% | +8.8% |
| YTD | +12.6% | +60.9% | -48.4% | +7.0% |
| 1Y | +36.9% | +42.8% | -5.9% | +31.9% |
| 3Y | +53.1% | +181.3% | -128.2% | +32.1% |
| All | +53.1% | +176.9% | -123.8% | +32.1% |
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