+681.4%
NFLX vs HALO
+979.6%
-298.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | -1.1% | -2.7% | +1.6% | -0.5% |
| 30D | +4.3% | +5.3% | -1.0% | +3.1% |
| 3M | -4.8% | +51.6% | -56.3% | -13.2% |
| 6M | -18.4% | +61.3% | -79.7% | -26.9% |
| YTD | -17.4% | +59.3% | -76.7% | -26.2% |
| 1Y | -35.7% | +38.3% | -74.0% | -40.8% |
| 3Y | +73.8% | +185.9% | -112.1% | +27.9% |
| 5Y | +29.3% | +159.9% | -130.7% | -4.9% |
| All | +681.4% | +979.6% | -298.1% | +349.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling