-46.5%
MSTR vs HALO
+42.6%
-89.1%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | -13.4% | -3.2% | -10.2% | -12.7% |
| 30D | -22.1% | -14.2% | -7.9% | -19.0% |
| 3M | +15.0% | -0.4% | +15.4% | +15.0% |
| 6M | -37.3% | +43.2% | -80.5% | -42.9% |
| YTD | -26.5% | +49.0% | -75.5% | -32.0% |
| 1Y | -46.5% | +40.8% | -87.3% | -50.0% |
| All | -46.5% | +42.6% | -89.1% | -50.0% |
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 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