+2,771.1%
NOW vs HALO
+1,159.3%
+1,611.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.9% |
| 7D | -2.4% | +4.6% | -7.0% | -3.2% |
| 30D | +20.5% | +31.8% | -11.3% | +14.1% |
| 3M | +18.3% | +53.9% | -35.5% | +8.8% |
| 6M | +24.1% | +57.4% | -33.3% | +13.1% |
| YTD | -7.8% | +63.7% | -71.5% | -16.9% |
| 1Y | -21.4% | +50.1% | -71.5% | -28.2% |
| 3Y | +19.5% | +157.3% | -137.8% | -5.3% |
| 5Y | +4.1% | +161.0% | -156.9% | -18.9% |
| 10Y | +826.4% | +1,018.7% | -192.3% | +444.8% |
| All | +2,771.1% | +1,159.3% | +1,611.8% | +1,542.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling