+780.0%
NOW vs HALO
+977.5%
-197.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -9.9% | -3.4% | -6.5% | -9.1% |
| 30D | +2.8% | +4.3% | -1.4% | +1.7% |
| 3M | +23.7% | +51.8% | -28.1% | +11.2% |
| 6M | +12.5% | +57.8% | -45.3% | -0.3% |
| YTD | -14.4% | +59.0% | -73.4% | -24.8% |
| 1Y | -29.0% | +41.2% | -70.1% | -35.9% |
| 3Y | +9.3% | +177.8% | -168.6% | -22.7% |
| 5Y | +1.2% | +159.5% | -158.2% | -28.9% |
| All | +780.0% | +977.5% | -197.6% | +358.9% |
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