+18,398.8%
NFLX vs HALO
+2,448.5%
+15,950.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.6% |
| 7D | -5.0% | +0.5% | -5.5% | -5.1% |
| 30D | +3.5% | +5.0% | -1.5% | +2.7% |
| 3M | -7.1% | +53.1% | -60.2% | -13.2% |
| 6M | -22.5% | +60.8% | -83.2% | -28.3% |
| YTD | -18.1% | +60.9% | -79.1% | -24.5% |
| 1Y | -38.3% | +42.8% | -81.1% | -42.2% |
| 3Y | +73.4% | +181.3% | -107.9% | +42.0% |
| 5Y | +26.7% | +157.6% | -130.9% | +3.9% |
| 10Y | +670.3% | +910.4% | -240.0% | +398.9% |
| All | +18,398.8% | +2,448.5% | +15,950.3% | +9,667.2% |
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