+0.8%
NOW vs HALO
+156.4%
-155.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.1% |
| 7D | -4.1% | -2.1% | -2.0% | -3.7% |
| 30D | +2.9% | +4.6% | -1.8% | +1.9% |
| 3M | +22.6% | +50.2% | -27.7% | +12.5% |
| 6M | +7.5% | +57.6% | -50.1% | -2.6% |
| YTD | -14.4% | +59.6% | -74.0% | -23.2% |
| 1Y | -29.8% | +41.2% | -71.0% | -35.4% |
| 3Y | +9.2% | +178.9% | -169.6% | -21.6% |
| 5Y | +0.8% | +160.1% | -159.3% | -31.5% |
| All | +0.8% | +156.4% | -155.5% | -31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling