+1,040.6%
NBIS vs HALO
+103.4%
+937.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.4% | -4.7% | -5.0% |
| 7D | +8.3% | -3.4% | +11.7% | +8.8% |
| 30D | +18.1% | +4.3% | +13.8% | +17.2% |
| 3M | +7.8% | +51.8% | -44.0% | -1.2% |
| 6M | +136.6% | +57.8% | +78.8% | +114.0% |
| YTD | +172.5% | +59.0% | +113.5% | +146.0% |
| 1Y | +144.3% | +41.2% | +103.1% | +125.3% |
| All | +1,040.6% | +103.4% | +937.1% | +810.6% |
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 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