-39.8%
NOW vs HALO
+42.6%
-82.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | +0.3% | -3.2% | +3.5% | +0.4% |
| 30D | -27.0% | -14.2% | -12.8% | -26.6% |
| 3M | -19.6% | -0.4% | -19.2% | -19.4% |
| 6M | +17.5% | +43.2% | -25.7% | +21.3% |
| YTD | -33.3% | +49.0% | -82.2% | -30.5% |
| 1Y | -39.8% | +40.8% | -80.7% | -36.5% |
| All | -39.8% | +42.6% | -82.4% | -36.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling