+28.0%
NBIS vs HALO
+92.7%
-64.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.3% | -8.0% | -6.8% |
| 7D | -22.4% | +0.2% | -22.6% | -22.4% |
| 30D | -39.1% | +20.3% | -59.5% | -39.7% |
| 3M | -37.3% | +56.6% | -93.9% | -40.0% |
| 6M | -19.8% | +101.9% | -121.6% | -30.7% |
| YTD | +69.1% | +93.7% | -24.6% | +43.2% |
| 1Y | +28.0% | +91.5% | -63.5% | +10.5% |
| All | +28.0% | +92.7% | -64.7% | +10.5% |
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