+659.5%
MSTR vs HALO
+979.6%
-320.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | -8.3% | -2.7% | -5.6% | -7.5% |
| 30D | +38.1% | +5.3% | +32.8% | +36.3% |
| 3M | +9.0% | +51.6% | -42.6% | -3.7% |
| 6M | -5.3% | +61.3% | -66.6% | -18.1% |
| YTD | -13.8% | +59.3% | -73.1% | -25.3% |
| 1Y | -59.8% | +38.3% | -98.1% | -63.9% |
| 3Y | +282.2% | +185.9% | +96.3% | +157.4% |
| 5Y | +112.8% | +159.9% | -47.2% | +47.0% |
| All | +659.5% | +979.6% | -320.1% | +345.0% |
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