+11.8%
NOW vs HALO
+176.9%
-165.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.7% | -3.3% | -4.8% |
| 7D | -6.1% | +0.5% | -6.6% | -6.1% |
| 30D | +7.5% | +5.0% | +2.4% | +6.9% |
| 3M | +17.5% | +53.1% | -35.6% | +12.9% |
| 6M | +7.9% | +60.8% | -52.8% | +3.1% |
| YTD | -12.4% | +60.9% | -73.3% | -16.7% |
| 1Y | -28.6% | +42.8% | -71.4% | -31.1% |
| 3Y | +11.8% | +181.3% | -169.4% | -5.8% |
| All | +11.8% | +176.9% | -165.1% | -5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling