+521.8%
NOW vs HALO
+743.1%
-221.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.3% | +4.4% | +3.5% |
| 7D | -5.6% | -22.0% | +16.4% | +0.1% |
| 30D | -26.8% | -8.5% | -18.3% | -25.5% |
| 3M | -19.4% | -0.9% | -18.5% | -19.9% |
| 6M | +12.3% | +53.1% | -40.8% | -0.8% |
| YTD | -32.9% | +51.1% | -84.0% | -41.1% |
| 1Y | -40.3% | +45.0% | -85.3% | -47.1% |
| 3Y | -19.1% | +173.0% | -192.0% | -43.7% |
| 5Y | -24.4% | +163.6% | -188.0% | -48.6% |
| 10Y | +521.8% | +708.3% | -186.5% | +198.9% |
| All | +521.8% | +743.1% | -221.3% | +198.9% |
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