+1,978.3%
NOW vs HALO
+1,045.9%
+932.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | +0.3% | -3.2% | +3.5% | +0.9% |
| 30D | -27.0% | -14.2% | -12.8% | -25.1% |
| 3M | -19.6% | -0.4% | -19.2% | -20.0% |
| 6M | +17.5% | +43.2% | -25.7% | +8.7% |
| YTD | -33.3% | +49.0% | -82.2% | -39.1% |
| 1Y | -39.8% | +40.8% | -80.7% | -44.6% |
| 3Y | -19.9% | +167.4% | -187.3% | -37.2% |
| 5Y | -26.1% | +157.4% | -183.4% | -42.5% |
| 10Y | +518.7% | +697.1% | -178.3% | +283.5% |
| All | +1,978.3% | +1,045.9% | +932.3% | +1,104.2% |
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