+113.1%
MSTR vs HALO
+158.6%
-45.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.7% | -2.7% | -3.8% |
| 7D | +9.3% | +0.5% | +8.8% | +9.2% |
| 30D | +36.5% | +5.0% | +31.5% | +34.5% |
| 3M | +7.3% | +53.1% | -45.8% | -7.8% |
| 6M | +2.2% | +60.8% | -58.5% | -13.9% |
| YTD | -10.2% | +60.9% | -71.1% | -24.5% |
| 1Y | -58.6% | +42.8% | -101.4% | -63.9% |
| 3Y | +283.2% | +181.3% | +101.9% | +121.0% |
| All | +113.1% | +158.6% | -45.5% | +11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling