+275.2%
MSTR vs HALO
+177.6%
+97.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.8% | -3.1% |
| 7D | -11.2% | -3.4% | -7.8% | -10.8% |
| 30D | +33.8% | +4.3% | +29.5% | +33.1% |
| 3M | +11.5% | +51.8% | -40.3% | +5.3% |
| 6M | -7.2% | +57.8% | -64.9% | -12.9% |
| YTD | -15.4% | +59.0% | -74.4% | -20.4% |
| 1Y | -60.6% | +41.2% | -101.8% | -62.5% |
| All | +275.2% | +177.6% | +97.6% | +230.6% |
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