+2,608.1%
MSTR vs HALO
+2,492.7%
+115.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +12.2% | +4.6% | +7.6% | +11.4% |
| 30D | +45.2% | +31.8% | +13.3% | +38.6% |
| 3M | +10.4% | +53.9% | -43.5% | +2.6% |
| 6M | -2.5% | +57.4% | -59.9% | -9.8% |
| YTD | -6.0% | +63.7% | -69.8% | -13.7% |
| 1Y | -56.4% | +50.1% | -106.5% | -59.5% |
| 3Y | +306.3% | +157.3% | +148.9% | +236.1% |
| 5Y | +100.5% | +161.0% | -60.5% | +65.8% |
| 10Y | +741.1% | +1,018.7% | -277.6% | +457.7% |
| All | +2,608.1% | +2,492.7% | +115.4% | +1,406.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling