+949.7%
MSI vs HALO
+2,426.8%
-1,477.1%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.2% | -0.6% |
| 7D | -4.0% | -2.1% | -1.9% | -3.7% |
| 30D | -0.5% | +4.6% | -5.1% | -1.0% |
| 3M | +11.4% | +50.2% | -38.8% | +5.6% |
| 6M | +1.0% | +57.6% | -56.6% | -4.9% |
| YTD | +20.7% | +59.6% | -38.9% | +13.2% |
| 1Y | -2.7% | +41.2% | -43.9% | -7.5% |
| 3Y | +68.2% | +178.9% | -110.7% | +43.7% |
| 5Y | +100.0% | +160.1% | -60.1% | +69.8% |
| 10Y | +596.9% | +967.5% | -370.6% | +376.4% |
| All | +949.7% | +2,426.8% | -1,477.1% | +481.4% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling