-42.3%
MSTR vs HALO
+92.7%
-135.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.3% | +3.8% | +4.8% |
| 7D | -1.8% | +0.2% | -2.0% | -1.9% |
| 30D | -13.3% | +20.3% | -33.7% | -17.4% |
| 3M | +46.0% | +56.6% | -10.6% | +31.2% |
| 6M | -22.4% | +101.9% | -124.3% | -35.7% |
| YTD | -6.2% | +93.7% | -99.9% | -17.6% |
| 1Y | -42.3% | +91.5% | -133.8% | -48.7% |
| All | -42.3% | +92.7% | -135.0% | -48.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling