+1,022.8%
NBIS vs HALO
+103.8%
+918.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.7% | -1.6% |
| 7D | -0.8% | -2.7% | +1.9% | -0.5% |
| 30D | -13.4% | +5.3% | -18.7% | -14.1% |
| 3M | +1.0% | +51.6% | -50.5% | -7.3% |
| 6M | +100.5% | +61.3% | +39.2% | +80.6% |
| YTD | +168.3% | +59.3% | +109.0% | +142.1% |
| 1Y | +151.8% | +38.3% | +113.5% | +133.4% |
| All | +1,022.8% | +103.8% | +918.9% | +796.2% |
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 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